Procore Advisors, LLC
● SEC registered since 2025CRD 289037SEC# 801-132902Newport Beach, CA
Reg. AUM
$143.7M
Employees
3
Accounts
467
Location
Newport Beach, CA
Procore Advisors, LLC assets under management
Procore Advisors, LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2025. It reports $143.7 million in regulatory assets under management and employs 3 people.
Procore Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan David Ward Control | Managing Member Chief Investment Officer | 25-50% | 2018 |
| Keythe Elizabeth Ward-Aguilar Control | Managing Member & Chief Compliance Officer | 25-50% | 2017 |
| Mark Anthony Aguilar Control | Managing Member And Chief Operations Officer | 25-50% | 2023 |
Frequently asked questions
How much does Procore Advisors, LLC manage?
Procore Advisors, LLC reports $143.7 million in regulatory assets under management on its Form ADV.
How many employees does Procore Advisors, LLC have?
Procore Advisors, LLC reports 3 employees.
Where is Procore Advisors, LLC located?
Procore Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2025.
Does Procore Advisors, LLC disclose fund performance?
Procore Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23 Corporate Plaza Dr., Suite 150, Newport Beach, CA 92660 |
| Phone | 949-339-2990 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2085963 |
| Discloses disciplinary history | No |
Regulatory AUM
$143.7M▲ 30%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$143.7Mregulatory AUM
Discretionary $143.7M