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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CORE ASSET MANAGEMENT COMPANY

CRD 110463

SAUSALITO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2928c35b-e32d-02e9-36d6-8f0825f7af9d

Data as of Jun 14, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2012 to Jun 14, 2012
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $62.3MItem 5.F on the latest filing (2012-06-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $62.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $62.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 217
SEC number: 801-15480
CRD: 110463
Filings on the tape: 2
First filed: Apr 13, 2012
Latest filed: Jun 14, 2012
Organised: Corporation, California

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN NORMAN MAYBERRY	n/a	SAUSALITO, CA	14	40	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAYBERRY, JOHN, NORMAN	BENEFICIAL OWNER	D	yes	09/1986	Apr 13, 2012	Jun 14, 2012
MAYBERRY, JOHN, NORMAN	PRESIDENT/CHAIRMAN OF THE BOARD/CHIEF COMPLIANCE OFFICER	Na	yes	09/1986	Apr 13, 2012	Jun 14, 2012
MAYBERRY, VIRGINIA, MAE	BENEFICIAL OWNER	C	yes	06/2006	Apr 13, 2012	Jun 14, 2012
THE MAYBERRY GROUP, INC.	PARENT CORPORATION	E	yes	09/1986	Apr 13, 2012	Jun 14, 2012

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Relationships

Affiliated with (1)

← J.A. FORLINES, LLCRegistered adviserother investment adviser
factForm ADV

Registered with (1)

← JOHN NORMAN MAYBERRYAdvisorregistration: current employment
Jun 22, 2012 to presentfactForm ADV

Controls (3)

← MAYBERRY, JOHN, NORMANOwnerBENEFICIAL OWNER, ownership code D, individual
Apr 13, 2012 to presentfactForm ADV
← MAYBERRY, VIRGINIA, MAEOwnerBENEFICIAL OWNER, ownership code C, individual
Apr 13, 2012 to presentfactForm ADV
← THE MAYBERRY GROUP, INC.OwnerPARENT CORPORATION, ownership code E, domestic entity
Apr 13, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2928c35b-e32d-02e9-36d6-8f0825f7af9d
First observed: Apr 13, 2012
Last observed: Jun 14, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORE ASSET MANAGEMENT COMPANY

CRD 110463

SAUSALITO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2928c35b-e32d-02e9-36d6-8f0825f7af9d

Data as of Jun 14, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN NORMAN MAYBERRY

n/a

SAUSALITO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAYBERRY, JOHN, NORMAN

BENEFICIAL OWNER

yes

09/1986

Apr 13, 2012

Jun 14, 2012

MAYBERRY, JOHN, NORMAN

PRESIDENT/CHAIRMAN OF THE BOARD/CHIEF COMPLIANCE OFFICER

yes

09/1986

Apr 13, 2012

Jun 14, 2012

MAYBERRY, VIRGINIA, MAE

BENEFICIAL OWNER

yes

06/2006

Apr 13, 2012

Jun 14, 2012

THE MAYBERRY GROUP, INC.

PARENT CORPORATION

yes

09/1986

Apr 13, 2012

Jun 14, 2012

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%