Core Financial Advisors, LLC
● SEC registered since 2013CRD 168839SEC# 801-78617San Bernardino, CA
Reg. AUM
$178.5M
Employees
5
Accounts
507
Location
San Bernardino, CA
Core Financial Advisors, LLC assets under management
Core Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in San Bernardino, CA. The firm has been registered since 2013. It reports $178.5 million in regulatory assets under management and employs 5 people.
Core Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Erl Michael McBurney | Chief Compliance Officer | Under 5% | 2023 |
| Robert Owen Boyd Control | Managing Member & President | Over 75% | 2013 |
Frequently asked questions
How much does Core Financial Advisors, LLC manage?
Core Financial Advisors, LLC reports $178.5 million in regulatory assets under management on its Form ADV.
How many employees does Core Financial Advisors, LLC have?
Core Financial Advisors, LLC reports 5 employees.
Where is Core Financial Advisors, LLC located?
Core Financial Advisors, LLC is based in San Bernardino, CA and has been SEC-registered since 2013.
Does Core Financial Advisors, LLC disclose fund performance?
Core Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 East Vanderbilt Way, Suite 230, San Bernardino, CA 92408 |
| Phone | 909-382-4545 |
| Fax | 909-382-4563 |
| Office hours | 8:00 a.m. - 4:30p.m., Friday 8:00a.m. - 1:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.5M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$178.5Mregulatory AUM
Discretionary $152.4MNon-discretionary $26.1M