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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North vitalZenith +more
- Established Date
- 04-21-2011
- Office Locations
- 1
Office Locations
About Core Wealth Advisors
CORE Wealth Advisors is an Indiana-registered RIA in Indianapolis providing boutique-style, unbiased wealth management for families and business owners. The team builds customized plans spanning financial and retirement planning, portfolio management, charitable strategies, and wealth transfer. Portfolios are implemented largely with ETFs alongside high-quality fixed income, and client accounts carry SIPC plus excess insurance via Lloyd’s of London.
Team overview
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Custodian
Investment Themes
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Platform
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Owner & Executives
BRADLEY ALLIN GOOD
Chief Compliance Officer, Managing Partner
- CRD
- #4132749
- Ownership
- 50% but less than 75%
JOBY PATRICK NORRIS
Advisor, Chief Executive Officer
- CRD
- #2616152
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Thomas Joseph Farrer
--
- CRD
- #7236529
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,776,874 | $964,945 |
| Non-Discretionary | $0 | -- |
| Total | $143,776,874 | $964,945 |
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Separately Managed Accounts
Total SMA Asset: $143,776,874
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $809,135,728 | 39.4% |
| U.S. Government/Agency | $470,284,471 | 22.9% |
| Corporate - Investment Grade | $252,598,210 | 12.3% |
| Cash | $299,832,021 | 14.6% |
| Corporate - Non-Investment Grade | $221,793,550 | 10.8% |
| Total | $2,053,643,980 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY TIMBER | MATRIX QUANTUM | 8X3JW9DX3 | SKFON | 4.83% | $106,584,549 |
| INSIGHT ATLAS RADIAL | ZENITH EMBER | W1VZ6IUCX | RJRC | 3.61% | $9,250,388 |
| QUANTUM PEAK UNISON | QUANTUM OAK | RPE70XWV6 | ZIBNT | 7.99% | $103,930,295 |
| MERIDIAN MERIDIAN ALPHA | CAPITAL PEAK | PUSAMW74Z | VGYA | 11.57% | $14,883,725 |
| OAK TIMBER EMBER | QUANTUM CATALYST | 16GG5MSF9 | LAUX | 10.43% | $87,929,964 |
| OPTIMA BRIDGE VECTOR | CATALYST ELEMENT | 6JFA0WWMK | HHK | 7.34% | $88,224,151 |
| WAVE DELTA FRONTIER | ALPHA MERIDIAN | CKKU1KLMI | XBL | 12.56% | $1,295,735 |
| TIMBER INSIGHT | NORTH SUMMIT | QB8YVV6QP | DQVLC | 6.99% | $63,725,215 |