CORE FINANCIAL ADVISORS

Legal name: CORE FINANCIAL ADVISORS, LLC

CRD 168839File 801-78617

APPROVED

Retail clients

Filing as of Jan 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$178.5M

Bottom 25% of cohort (national)

Discretionary AUM

$152.4M

Non-discretionary $26.1M

Clients

249

507 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.