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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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.
Team overview
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Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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