Data / Investment advisers / California / Core Financial
Core Financial, El Segundo, CA: $302 million AUM, SEC registered investment adviser
Core Financial is an SEC registered investment adviser with its main office in El Segundo, California and reports $302 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, insurance companies and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 155205
- SEC file number
- 801-100415
- SEC status
- Approved, effective July 6, 2015
- Legal name
- Core Financial Partners Inc.
- Main office
- 222 N Pacific Coast Highway Ste 1900, El Segundo, CA 90245
- Phone
- (310) 450-6004
- Website
- corefpi.com
- Regulatory AUM
- $301,681,828 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $113,580,427
- Non discretionary AUM
- $188,101,401
- Accounts
- 568
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $208.5 million |
| Insurance companies | 4 | $34.8 million |
| Corporations or other businesses | 10 | $34.8 million |
| Individuals (other than high net worth individuals) | 59 | $23.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $301.7 million | March 30, 2026 |
| December 1, 2025 | $284.6 million | March 25, 2025 |
Other advisers in El Segundo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Arx Management, LLC | El Segundo | $586.5 million | Not listed | adviserinfo.sec.gov |
| Solace Capital Partners, L.P. | El Segundo | $508.1 million | 1 | adviserinfo.sec.gov |
| Architect Equity | El Segundo | $383.9 million | 4 | adviserinfo.sec.gov |
| Sharper & Granite LLC | El Segundo | $366.4 million | Not listed | adviserinfo.sec.gov |
| Century Park Capital Partners | El Segundo | $352.2 million | 10 | adviserinfo.sec.gov |
| Palisades Investment Partners, LLC | El Segundo | $271 million | Not listed | adviserinfo.sec.gov |
| Insight Investment Counsel | El Segundo | $245.7 million | Not listed | adviserinfo.sec.gov |
| The Wealthgarden F.S. LLC | El Segundo | $227.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in El Segundo, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving insurance companies
- Core Financial on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.