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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PROCORE ADVISORS, LLC

CRD 289037

NEWPORT BEACH, 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:e8cb409e-6fde-e28d-ed3b-530ded801433

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 30, 2025 to Jul 30, 2026
4 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=0.92 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $144MItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $144M
Private client RAUM: $132MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $47.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 467
Individual clients: 194
High net worth clients: 30
Custody, client assets: $21.0M
SEC number: 801-132902
CIK: 2085963
CRD: 289037
Filings on the tape: 4
First filed: May 30, 2025
Latest filed: Jul 30, 2026
Organised: Limited Liability Company, CA

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
KEYTHE ELIZABETH WARD-AGUILAR	Certified Financial Planner	NEWPORT BEACH, CA	9	30	3	no
BRYAN DAVID WARD	Certified Financial Planner	NEWPORT BEACH, CA	9	23	4	no
MARK ANTHONY AGUILAR	Certified Financial Planner	NEWPORT BEACH, CA	2	14	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
AGUILAR, MARK, ANTHONY	MANAGING MEMBER AND CHIEF OPERATIONS OFFICER	C	yes	12/2023	Jul 30, 2026	Jul 30, 2026
WARD-AGUILAR, KEYTHE, ELIZABETH	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER INVESTMENT OFFICER	C	yes	06/2017	Jul 30, 2026	Jul 30, 2026

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; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$144M	$144M	3	3	0	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	1	-1	33.3%	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	$144M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Controls (2)

← WARD-AGUILAR, KEYTHE, ELIZABETHOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER INVESTMENT OFFICER, ownership code C, individual
Jul 30, 2026 to presentfactForm ADV
← AGUILAR, MARK, ANTHONYOwnerMANAGING MEMBER AND CHIEF OPERATIONS OFFICER, ownership code C, individual
Jul 30, 2026 to presentfactForm ADV

Registered with (5)

← MARK ANTHONY AGUILARAdvisorregistration: current employment
Nov 17, 2023 to presentfactForm ADV
← KEYTHE ELIZABETH WARD-AGUILARAdvisorregistration: current employment
Aug 10, 2017 to presentfactForm ADV
← BRYAN DAVID WARDAdvisorregistration: current employment
Aug 10, 2017 to presentfactForm ADV
← DAVID KENNETH HICOKAdvisorregistration: previous registration
Aug 10, 2017 to Feb 11, 2026factForm ADV
← JEFFREY SCOTT TILSONAdvisorregistration: previous registration
Aug 10, 2017 to Oct 4, 2017factForm ADV

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
David Kenneth Hicok left Procore Advisors, Llc for Hicok Financial Solutions, Llc (registered 2026-02-12)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8cb409e-6fde-e28d-ed3b-530ded801433
First observed: May 30, 2025
Last observed: Jul 30, 2026 51 days 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.

PROCORE ADVISORS, LLC

CRD 289037

NEWPORT BEACH, 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:e8cb409e-6fde-e28d-ed3b-530ded801433

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEYTHE ELIZABETH WARD-AGUILAR

Certified Financial Planner

NEWPORT BEACH, CA

BRYAN DAVID WARD

Certified Financial Planner

NEWPORT BEACH, CA

MARK ANTHONY AGUILAR

Certified Financial Planner

NEWPORT BEACH, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AGUILAR, MARK, ANTHONY

MANAGING MEMBER AND CHIEF OPERATIONS OFFICER

yes

12/2023

Jul 30, 2026

WARD-AGUILAR, KEYTHE, ELIZABETH

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER INVESTMENT OFFICER

yes

06/2017

Jul 30, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$144M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$144M

n/a