Core Investment Advisors LLC (Columbus)

Name: Core Investment Advisors LLC
Address: 21 East State Street, Columbus, OH, 43215
Telephone: 614-485-2500

Core Investment Advisors LLC is a large advisory firm based in Columbus. It manages $662.58 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.

Core Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Core Investment Advisors: assets under management

The assets under management (AUM) of Core Investment Advisors LLC is $662.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and $13.14 million of the total AUM is attributable to clients outside of the United States.

The firm manages $662.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.41 million each.

Core Investment Advisors has custody of $24.5 million in cash and securities for 83 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Core Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Core Investment Advisors serves?

The firm provides services to individuals, insurance companies, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Core Investment Advisors is high net worth individuals with 500 clients and $654.86 million of assets under management. Among the 9 most similar advisory firms, Core Investment Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $662.58 million for 518 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.

Core Investment Advisors also advises several private funds. Namely, twelve real estate funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $500,000.

Careers at Core Investment Advisors LLC

The company employs 10 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Core Capital Partners Llc	Managing member and 100% owner	1 Feb 2017	75% - 100%	453753798
Jeffrey Alan Coopersmith	Chief compliance officer	1 Feb 2017	Other	5698826
Aaron N.M.N. Dixon	Chief operating officer	1 Feb 2017	Other	xxx-xx-xxxx
Benjamin Justin Horn	Principal	1 Feb 2017	Other	5698803
Aaron Dixon	Chief operating officer	1 Feb 2017	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Benjamin Justin Horn	Managing member	1 Aug 2009	75% - 100%	5698803
Core Horn Investments Llc	Member	1 Oct 2011	25% - 50%	xxx-xx-xxxx
Jeffrey Alan Coopersmith	Managing member	1 Dec 2015	50% - 75%	5698826
Core Investments Ep Llc	Member	1 Mar 2016	75% - 100%	81-2589471

Based in Columbus

The principal office where Core Investment Advisors LLC performs its advisory services is located at 21 East State Street, Columbus, OH 43215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-485-2500 or by fax 614-485-2556. The normal business hours are 8:30 am to 5:00 pm est on Monday - Friday. You can find more information about the New York firm at corerecap.com.