AdvisorCensus / Financial advisors / Florida / Lakeland / Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Lakeland, FL, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.
Quick answers
From the filingHow is Core Wealth Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Core Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Core Wealth Advisors, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated July 6, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Core Wealth Advisors, Inc. located?
Core Wealth Advisors, Inc.'s principal office is in Lakeland, FL, according to its Form ADV.
Is Core Wealth Advisors, Inc. registered with the SEC or a state?
Core Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174386.
How much does Core Wealth Advisors, Inc. manage?
Core Wealth Advisors, Inc. reports $702,121,920 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).
How have Core Wealth Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Core Wealth Advisors, Inc.: Regulatory assets under management: $324,822,673 in the October 2021 data and $702,121,920 in the October 2026 data, up 116%. Total employees: 8 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Core Wealth Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (447); individuals (other than high net worth individuals) (139).
Which custodians does Core Wealth Advisors, Inc. use?
Core Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Core Wealth Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174386
Does Core Wealth Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated July 6, 2026 says: "We serve individuals, high net worth individuals, corporations, and charitable organizations. We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee."
What changed in Core Wealth Advisors, Inc.'s recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 10 to 11.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.5% of assets a year
The brochure's wording
The standard annual fee schedule, based on a percentage of assets under management, is 1.50%. There is no minimum annual fee for any account.
Account minimum: None
The brochure's wording
We serve individuals, high net worth individuals, corporations, and charitable organizations. We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee.
Minimum annual fee: None
The brochure's wording
The standard annual fee schedule, based on a percentage of assets under management, is 1.50%. There is no minimum annual fee for any account.
As stated in the firm's Form ADV Part 2A brochure dated July 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$702,121,920 as of October 2026, filing dated July 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 13. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $702,121,920 | 13 | July 6, 2026 |
| October 2025 | $570,560,661 | 12 | March 27, 2025 |
| October 2024 | $506,426,918 | 10 | August 19, 2024 |
| October 2023 | $411,948,858 | 9 | July 20, 2023 |
| October 2022 | $410,700,707 | 9 | July 21, 2022 |
| October 2021 | $324,822,673 | 8 | May 24, 2021 |
Regulatory assets under management: $324,822,673 in the October 2021 data and $702,121,920 in the October 2026 data, up 116%.
Total employees: 8 in October 2021 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 10 to 11.
- July 2026
- Registered or notice-filed in LA.
- June 2026
- Employees performing advisory functions went from 9 to 10.
- April 2026
- Regulatory assets under management went from $570,560,661 to $702,121,920 (+23%).
- February 2026
- Registered or notice-filed in VA.
- December 2025
- Employees performing advisory functions went from 8 to 9.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Core Wealth Advisors, Inc. (CRD 174386): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/core-wealth-advisors-inc-lakeland-fl-174386