DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CORE FINANCIAL

CORE FINANCIAL PARTNERS INC., CRD 155205

EL SEGUNDO, 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:cf0145a5-39c2-b1d4-1587-d5a0747dfef3

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2012 to Mar 30, 2026
26 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: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $302MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $114M
Private client RAUM: $232MderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $151Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 568
Individual clients: 59
High net worth clients: 56
SEC number: 801-100415
CRD: 155205
Filings on the tape: 26
First filed: Mar 28, 2012
Latest filed: Mar 30, 2026
Organised: Corporation, CA
Website: corefpi.com

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 CHARLES KOUDSI	Certified Financial Planner	EL SEGUNDO, CA	5	30	2	no
SAMUEL KUNZ	Chartered Financial Analyst	Las Vegas, NV \| EL SEGUNDO, CA	0	11	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
KOUDSI, JOHN, CHARLES	CEO / CFO	E	yes	09/2010	Mar 28, 2012	Apr 16, 2024
HADZI-PAVLOVIC, ANDRE, PETER	CHIEF COMPLIANCE OFFICER	Na	no	03/2023	Mar 31, 2023	Apr 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COUNTERPOINT MUTUAL FUNDS, LLC	n/a	Asset manager	$3.2B	N	yes	n/a
JETT VENTURES, LLC	n/a	n/a	n/a	N	yes	n/a
KOBRE HOLDINGS, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$302M	$114M	5	2	0	n/a	n/a
2024	Mar 25, 2025	$285M	$98.0M	5	2	0	n/a	n/a
2023	Mar 27, 2024	$254M	$90.0M	6	3	0	n/a	n/a
2022	Mar 31, 2023	$230M	$82.8M	6	3	1	n/a	n/a
2021	Mar 30, 2022	$228M	$224M	5	2	0	n/a	n/a
2020	Mar 31, 2021	$215M	$215M	5	3	0	n/a	n/a
2019	May 14, 2020	$223M	$223M	6	6	0	n/a	n/a
2018	Mar 29, 2019	$213M	$212M	7	6	0	n/a	n/a
2017	Mar 29, 2018	$167M	$167M	7	6	0	n/a	n/a
2016	Mar 30, 2017	$146M	$146M	5	3	n/a	n/a	n/a
2015	Mar 30, 2016	$141M	$141M	5	5	n/a	n/a	n/a
2011	Mar 28, 2012	$60.0M	$60.0M	n/a	n/a	n/a	n/a	n/a

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	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$302M	$285M	6.0%	$230M	9.4%	5	5	0	0

Relationships

Affiliated with (2)

→ COUNTERPOINT FUNDSRegistered adviserother investment adviser, common control
factForm ADV
← COUNTERPOINT FUNDSRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← SAMUEL KUNZAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← JOHN CHARLES KOUDSIAdvisorregistration: previous registration
Oct 8, 2010 to Dec 31, 2019factForm ADV
← Bradley S HammermanAdvisorregistration: previous registration
Dec 9, 2020 to May 20, 2024factForm ADV
← JOSE LUIS VITELAAdvisorregistration: previous registration
Oct 26, 2010 to Dec 31, 2019factForm ADV
← TAMMY ANNE TRENTAAdvisorregistration: previous registration
Oct 26, 2010 to May 13, 2011factForm ADV

Controls (1)

← KOUDSI, JOHN, CHARLESOwnerCEO / CFO, ownership code E, individual
Mar 28, 2012 to Apr 16, 2024factForm ADV

Owns (1)

← HADZI-PAVLOVIC, ANDRE, PETEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2023 to Apr 16, 2024factForm ADV

Dated events

Occurred
May 20, 2024
Advisor changed firm
Bradley S Hammerman left Core Financial for Seia (registered 2024-04-22)
Form ADVobserved 5 days ago
Occurred
Jun 17, 2015
First Form ADV filing
Core Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf0145a5-39c2-b1d4-1587-d5a0747dfef3
First observed: Mar 28, 2012
Last observed: Mar 30, 2026 5 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 FINANCIAL

CORE FINANCIAL PARTNERS INC., CRD 155205

EL SEGUNDO, 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:cf0145a5-39c2-b1d4-1587-d5a0747dfef3

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN CHARLES KOUDSI

Certified Financial Planner

EL SEGUNDO, CA

SAMUEL KUNZ

Chartered Financial Analyst

Las Vegas, NV | EL SEGUNDO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOUDSI, JOHN, CHARLES

CEO / CFO

yes

09/2010

Mar 28, 2012

Apr 16, 2024

HADZI-PAVLOVIC, ANDRE, PETER

CHIEF COMPLIANCE OFFICER

03/2023

Mar 31, 2023

Apr 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COUNTERPOINT MUTUAL FUNDS, LLC

n/a

Asset manager

$3.2B

yes

n/a

JETT VENTURES, LLC

n/a

yes

n/a

KOBRE HOLDINGS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$302M

$114M

n/a

2024

Mar 25, 2025

$285M

$98.0M

n/a

2023

Mar 27, 2024

$254M

$90.0M

n/a

2022

Mar 31, 2023

$230M

$82.8M

n/a

2021

Mar 30, 2022

$228M

$224M

n/a

2020

Mar 31, 2021

$215M

n/a

2019

May 14, 2020

$223M

n/a

2018

Mar 29, 2019

$213M

$212M

n/a

2017

Mar 29, 2018

$167M

n/a

2016

Mar 30, 2017

$146M

n/a

2015

Mar 30, 2016

$141M

n/a

2011

Mar 28, 2012

$60.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$302M

$285M

6.0%

$230M

9.4%