Core And Value Advisors, LLC
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Overview
Core And Value Advisors, LLC is an advisory firm based in San Francisco, California. The company handles $21.1 billion in assets throughout 19 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The firm has a large group, including 68 financial advisors. Core And Value Advisors, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like options, equities and bonds.
Core And Value Advisors, LLC administers the majority of the company's client assets in a discretionary manner. Discretionary management signifies that transaction choices are made by an investment advisor without needing to seek client permission. The company also manages nine non-discretionary accounts totaling $8.2 billion in AUM. The firm's average account size is $1.1 billion. The average advisor at Core And Value Advisors, LLC administers fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's headquarters is located at Four Embarcadero Center, San Francisco, California 94111. The company is legally permitted to provide services to investors throughout 4 states, including California, Colorado, Georgia and Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Core And Value Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$21.1 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
109
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
19
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$1.1 billion
Fee Structure
Fees charged by financial advisors largely are based on which services are provided. However, fees billed by the firm likely consist of the following fee types: asset-based, fixed, performance-based or other. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Core And Value Advisors, LLC caters to pooled investment vehicles. Out of its 19 customers, Core And Value Advisors, LLC's biggest client group by number of accounts is pooled investment vehicles. Just 5% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Core And Value Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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