Core Financial

$301.7MAssets under management
as of Mar 2026 · SEC Form ADV
El Segundo, CA
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No one at Core Financial has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $45M held · filed Apr 2024
Schwab
Per Form ADV · $39M held · filed Apr 2024
RBC
Per Form ADV · $6M held · filed Apr 2024