{
  "crd_number": 174386,
  "slug": "core-wealth-advisors-inc-lakeland-fl-174386",
  "primary_business_name": "CORE WEALTH ADVISORS, INC.",
  "legal_name": "CORE WEALTH ADVISORS, INC.",
  "dbas": [],
  "city": "Lakeland",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "29460",
  "metro": {
    "cbsa_code": "29460",
    "common_name": "Lakeland",
    "msa_name": "Lakeland-Winter Haven, FL",
    "path": "/advisors/fl/lakeland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-03-09",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 702121920.0,
  "raum_discretionary": 702121920.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 115593443.0,
      "count": 139
    },
    "pension_profit_sharing": {
      "raum": 2125513.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 584402964.0,
      "count": 447
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "GA",
    "LA",
    "NC",
    "PA",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://corewealth.com",
    "https://directingyourwhatifs.com",
    "https://facebook.com/corewealthadvisors",
    "https://followthegameplan.com",
    "https://guidingyourwealth.com",
    "https://linkedin.com/company/corewealth/about",
    "https://twitter.com/COREWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174386",
  "city_as_filed": "LAKELAND",
  "url": "https://advisorcensus.com/firm/core-wealth-advisors-inc-lakeland-fl-174386",
  "display_name": "Core Wealth Advisors, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Core Wealth Advisors, Inc. (CRD 174386): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Core Wealth Advisors, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "What does Core Wealth Advisors, Inc.'s brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Core Wealth Advisors, Inc. located?",
      "a": "Core Wealth Advisors, Inc.'s principal office is in Lakeland, FL, according to its Form ADV."
    },
    {
      "q": "Is Core Wealth Advisors, Inc. registered with the SEC or a state?",
      "a": "Core Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174386."
    },
    {
      "q": "How much does Core Wealth Advisors, Inc. manage?",
      "a": "Core Wealth Advisors, Inc. reports $702,121,920 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Core Wealth Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Core Wealth Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (447); individuals (other than high net worth individuals) (139)."
    },
    {
      "q": "Which custodians does Core Wealth Advisors, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Core Wealth Advisors, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Core Wealth Advisors, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Core Wealth Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 10 to 11."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 324822673.0,
      "total_employees": 8,
      "filing_date": "2021-05-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 410700707.0,
      "total_employees": 9,
      "filing_date": "2022-07-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 411948858.0,
      "total_employees": 9,
      "filing_date": "2023-07-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 506426918.0,
      "total_employees": 10,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 570560661.0,
      "total_employees": 12,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 702121920.0,
      "total_employees": 13,
      "filing_date": "2026-07-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 11."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $570,560,661 to $702,121,920 (+23%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in VA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 8 to 9."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 6, 2026",
    "tiers": [],
    "flat_rate": "1.5% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.5% of assets a year"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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.",
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/core-wealth-advisors-inc-lakeland-fl-174386.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 139,
      "fewer_than_5": false,
      "raum": 115593443.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 447,
      "fewer_than_5": false,
      "raum": 584402964.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2125513.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174386",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}