DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Core Wealth Advisors
Legal name Core Wealth Advisors, LLC
Latest filing Apr 22, 2026
First filing on the tape Jun 30, 2025 · 4 filings
SEC status approved since Jun 6, 2025
RAUM
$144M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$144M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$47.9M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$144M as of Apr 22, 2026
Jun 30, 2025$125M then
HNW client RAUM$83.3M as of Apr 22, 2026
Jun 30, 2025$78.8M then
State-registered IARs (5.B.3)3 as of Apr 22, 2026
Jun 30, 20253 then
Employees (5.A)3 as of Apr 22, 2026
Jun 30, 20253 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 22, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $47.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 50derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $964,945derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$83.3M58%
- Individuals$60.5M42%
- Individual clients
- 106reported
- HNW clients
- 43reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 149reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bradley Allin Good | Indianapolis, In | Apr 21, 2011 | 26 y | 1 |
| Joby Patrick Norris | Indianapolis, In | Apr 21, 2011 | 31 y | 1 |
| Thomas Joseph Farrer | Indianapolis, In | Jan 22, 2025 | 13 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Thomas Joseph Farrer from An Exceptional Life Financial, LLCJan 22, 2025 · RIA to RIA
- Bradley Allin Good from Strategic Advisers LLCApr 21, 2011 · Affiliated broker-dealer or bank to independent RIA
- Joby Patrick Norris from Strategic Advisers LLCApr 21, 2011 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Allin Bradley Good · Chief Compliance Officercontrolsince 03/2011 · owns 50% to 75%
- Patrick Joby Norris · Chief Executive Officercontrolsince 03/2011 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Indianapolis, In · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 146 to 149Jul 3, 2025 to Mar 30, 2026
- HNW clients · 42 to 43Jul 3, 2025 to Mar 30, 2026
- Individual clients · 104 to 106Jul 3, 2025 to Mar 30, 2026
- Discretionary RAUM · $125M to $144MJul 3, 2025 to Mar 30, 2026
- HNW RAUM · $79.1M to $83.3MJul 3, 2025 to Mar 30, 2026
- Individual RAUM · $46.1M to $60.5MJul 3, 2025 to Mar 30, 2026
- RAUM · $125M to $144MJul 3, 2025 to Mar 30, 2026
- Financial planning clients · 101-250 to 101-250Jun 30, 2025 to Jul 3, 2025
- Discretionary RAUM · $125M to $125MJun 30, 2025 to Jul 3, 2025
- HNW RAUM · $78.8M to $79.1MJun 30, 2025 to Jul 3, 2025
- Individual RAUM · $45.8M to $46.1MJun 30, 2025 to Jul 3, 2025
- RAUM · $125M to $125MJun 30, 2025 to Jul 3, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- MYCOREWEALTHADVISORS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 317-497-0569reportedpublic record, Form ADV, Apr 22, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026