# CORE FINANCIAL ADVISORS, LLC

CORE FINANCIAL ADVISORS, LLC of SAN BERNARDINO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 168839
- Type: SEC-registered investment adviser
- SEC file number: 801-78617
- Location: 301 EAST VANDERBILT WAY, SUITE 230, SAN BERNARDINO, CA, 92408
- Phone: 909-382-4545
- Latest filing: 2026-01-12
- Regulatory AUM: $178.5M
- Discretionary AUM: $152.4M
- Non-discretionary AUM: $26.1M
- Clients: 5
- Accounts: 507

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert Owen Boyd | MANAGING MEMBER & PRESIDENT | — |
| Richard Erl Michael Mcburney | CHIEF COMPLIANCE OFFICER | — |
| Andrew Devore Boyd | MANAGING MEMBER | — |
| BOYD ANDREW DEVORE | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BOYD ROBERT OWEN | MANAGING MEMBER; MANAGING MEMBER & PRESIDENT | — |
| McBurney Richard Erl Michael | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168839/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168839/similar
- Related entities: https://search.stillhousedata.com/firm/168839/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168839

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.