CORE INVESTMENT ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COLUMBUS, Ohio
CRD number
287852
Registered since
January 20, 2020

Firm profile

FINTRX

Overview

Core Investment Advisors LLC is a limited liability company that registered with the SEC in 2020. Its ownership is recorded as a mix of a domestic entity and an individual. The firm is listed as unclassified in the snapshot and does not identify as a capital allocator or an active ESG investor. It is not registered as a multistate adviser, pension consultant, or related adviser under the provided profile. The firm maintains multiple industry roles beyond investment advising: it is affiliated as a broker‑dealer and as a real estate broker, and it sponsors limited partnerships (both excluding and including pooled investment vehicles). It also serves as sponsor, general partner, or managing member for pooled investment vehicles, indicating operational involvement in structuring and managing private investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • THOMAS SARKO

    Chief Compliance OfficerCRD 2902547

Contacts

1 of 1
  • AARON DIXON

    PresidentCRD 6530501

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COLUMBUS, OH

FRANKLIN

Location

COLUMBUS, OH

Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
1086 N 4th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth