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CORE FINANCIAL ADVISORS
Legal name: CORE FINANCIAL ADVISORS, LLC
CRD 168839File 801-78617
APPROVED
Retail clients
Filing as of Jan 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$178.5M
Bottom 25% of cohort (national)
Discretionary AUM
$152.4M
Non-discretionary $26.1M
Clients
249
507 accounts
Employees
5
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 16, 2013
- Principal office
- 301 EAST VANDERBILT WAY, SUITE 230, SAN BERNARDINO, CA, 92408
- Phone
- 909-382-4545
- Website
- HTTP://CFAONLINE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $178.5M
- Discretionary AUM
- $152.4M
- Non-discretionary AUM
- $26.1M
- Discretionary accounts
- 393
- Non-discretionary accounts
- 114
- Total accounts
- 507
- AUM per client
- $717K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $114.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 203 | $62.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Feb 1, 2026 | Clients | 253 | 249 | decreased by4 |
| Feb 1, 2026 | AUM | $168,821,087 | $178,523,341 | increased by$9,702,254 |
| Feb 1, 2026 | Accounts | 506 | 507 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 456 | 253 | decreased by203 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $177,456,495 | $168,821,087 | decreased by$8,635,408 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 504 | 506 | increased by2 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 371 | 456 | increased by85 |
| Apr 1, 2022 | AUM | $157,418,876 | $177,456,495 | increased by$20,037,619 |
| Apr 1, 2022 | Accounts | 482 | 504 | increased by22 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.