Core and Value Advisors, LLC
San Francisco, CA·SEC-registered · CRD #156093
Core and Value Advisors, LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $21B across 29 client accounts, with 77 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$21B
Client accounts
29
Advisory staff
77
Fee model
Fee-based
How Core and Value Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Core and Value Advisors, LLC
How much does Core and Value Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/30/2026), Core and Value Advisors, LLC reports $21B in regulatory assets under management across roughly 29 client accounts.
How does Core and Value Advisors, LLC charge?
Core and Value Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Core and Value Advisors, LLC a fiduciary?
Yes. Core and Value Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #156093), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Core and Value Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Core and Value Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Core and Value Advisors, LLC's public SEC Form ADV filing (CRD #156093, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Core and Value Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Core and Value Advisors, LLC? Claim this profile.