Adviser Profile
| As of Date | 06/17/2019 |
| Registration status | Registration Changed to CORE INVESTMENT ADVISORS LLC |
| ADV Location | COLUMBUS, OH, United States |
| AUM* | 662,578,000 |
| of that, discretionary | 662,578,000 |
| Number of Employees | 10 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 41,411,125 |
| % High Net Worth | 96.90% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
663M
568M
473M
379M
284M
189M
95M
2017
2018
2019