Core Investment Advisors LLC (Columbus)
Core Investment Advisors LLC is a large advisory firm based in Columbus. It manages $662.58 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.
Core Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Core Investment Advisors: assets under management
The assets under management (AUM) of Core Investment Advisors LLC is $662.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and $13.14 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in other assets the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Core Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Core Investment Advisors serves?
The firm provides services to individuals, insurance companies, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Core Investment Advisors is high net worth individuals with 500 clients and $654.86 million of assets under management. Among the 9 most similar advisory firms, Core Investment Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $662.58 million for 518 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Core Investment Advisors also advises several private funds. Namely, twelve real estate funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $500,000.
Careers at Core Investment Advisors LLC
The company employs 10 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Columbus
The principal office where Core Investment Advisors LLC performs its advisory services is located at 21 East State Street, Columbus, OH 43215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-485-2500 or by fax 614-485-2556. The normal business hours are 8:30 am to 5:00 pm est on Monday - Friday. You can find more information about the New York firm at corerecap.com.
Registered investment advisers similar to Core Investment Advisors LLC
- Incline Global Management
- Axa Equitable Life Insurance Company
- M. J. Smith And Associates
- Intellectus Partners
- Redw Stanley Financial Advisors
- Redw Wealth
- Eveans Bash Klein
- Milestone Investment Advisors
- Full Sail Capital
- Bdt Investment Management Limited
- Addison Capital
- Presidio Volatility Management
- Taconic Capital Advisors
- Advisors' Pride
- Yeske Buie