Core Wealth Advisors
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 157436
- Registered since
- June 6, 2025
- Website
- mycorewealthadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.91%
- Individuals42.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Core Wealth Advisors is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management to individuals and small businesses. The firm is also licensed as an insurance broker and charges fees both as a percentage of assets under management and on an hourly basis. According to the FINTRX snapshot, Core Wealth Advisors completed SEC registration in 2025, serves a client base of individuals and families, and does not market itself as an ESG investor or a multi-state adviser. The firm is not a capital allocator and does not identify as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds19%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds1%
Contacts
3 of 3
Joby Norris
Managing PartnerCRD 2616152
Thomas Farrer
Wealth AdvisorCRD 7236529
Bradley Good
Managing PartnerCRD 4132749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$146M in ETFs
54%
$79.2M
31%
$67.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $23M | 30,708 | 15.71% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 150 W Market St
- Time zone
- ET (UTC-5)
- Office locations
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