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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-26-2010
- Office Locations
- 1
Office Locations
About Core Asset Management, LLC
Core Asset Management Company is an investment manager focused on separately managed accounts for individuals and families, including trusts, retirement plans, foundations, and family offices. Portfolios are built from long-term global economic, political, and market research using proprietary techniques, offered across four models spanning conservative income to long-term growth. Led by principal Jack Mayberry with 40+ years’ experience; SMAs are implemented primarily with ETFs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $391.7K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on July 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Core Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN STOLL
Chief Compliance Officer, Managing Member, Senior Manager
- CRD
- #2927817
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,533,432 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,533,432 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Core Asset Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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