CORE ASSET MANAGEMENT, LLC

CORE ASSET MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 155385). Regulatory assets under management: $12.5M.

Registration

• CRD: 155385
• SEC file number: 801-71913
• Type: Registered investment adviser
• Location: 2222 NEWPORT BLVD., NEWPORT BEACH, CA, 92663
• Phone: (949) 395-2067
• Latest filing: 2026-07-02
• Regulatory AUM: $12.5M
• Discretionary AUM: $12.5M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155385 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search