Procore Advisors, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 289037
- Registered since
- June 5, 2025
- Website
- procoreadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.66%
- Individuals35.03%
- Corporations / Businesses8.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Procore Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and describes itself as a capital allocator serving both individual & family clients and institutional clients. Its advisory toolkit includes financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension-related advisory services. Procore bills clients through a mix of percentage-of-AUM fees and alternative arrangements such as hourly and fixed fees. The firm does not position itself as an active ESG investor.
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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities47%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- Private Funds1%
Contacts
3 of 3
Bryan Ward
Managing MemberCRD 4603919
Keythe Ward-aguilar
CCO, Managing MemberCRD 2571048
Mark Aguilar
CCO, Managing MemberCRD 5184549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$36M in ETFs
25%
$8.8M
62%
$27.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TCW FLEXIBLE INCOME ETF (FLXR) | $4M | 104,734 | 11.04% |
Location
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 23 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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