$702.1M Total AUM
$702.1M Disc. AUM
17.9% 3Y CAGR
13 Employees
595 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Bridge
- Established Date
- 03-09-2015
- Office Locations
- 1
Office Locations
124 South Florida Avenue 4TH Floor Lakeland FL
About Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. is a Lakeland-based RIA. The firm has been operating for 11 years. Managing $702.1M in total assets under management, with 10 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
40 AVG AGE
$70.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6 yrs AVG TENURE
13 Employees
10 Advisory Reps
10 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vector oak Prime Eagle atlas Timber prime Legacy foundation Quantum legacy Harbor ridge Momentum
Client Personas
Focus Glacier oak Eagle
Custodian
Crest element Atlas catalyst Pathway Momentum delta Quantum value
Investment Themes
Beacon Matrix Pathway radial
Investment Vehicles
Prime radial Vertex
Platform
Frontier matrix
Services
Pioneer Value summit Glacier peak Prime meridian Ridge Meridian prime Delta vertex Vertex horizon Quantum ember Pioneer
Technology
Focus summit
Owner & Executives
CHARLES TAYLOR FOSS
President
- CRD
- #4633605
- Ownership
- 50% but less than 75%
(254) 337-5206
eagle.delta@pathwaycapital.com
in linkedin.com/in/legacy-glacier
NATHAN HAROLD DUNHAM
Co Founder, VICE PRESIDENT
- CRD
- #4727016
- Ownership
- 10% but less than 25%
(301) 217-2410
value.momentum@meridiancapital.com
in linkedin.com/in/momentum-ridge
W
Wave oak
Optima radial
- CRD
- #87606
- Ownership
- 27.4%
(436) 358-9363
north.foundation@foundationcapital.com
in linkedin.com/in/insight-frontier
Showing 2 of 4 owners & executives
Unlock allContacts
MICHAEL JOHN EHLENBECK
Financial Advisor
- CRD
- #6550161
(679) 395-4905
harbor.timber@crestcapital.com
in linkedin.com/in/atlas-capital
Benjamin Paul Greenman
Client Relationship Manager
- CRD
- #7809109
(715) 968-8194
prime.momentum@matrixcapital.com
in linkedin.com/in/oak-element
I
Insight north
Signal frontier
- CRD
- #56467
(348) 807-5922
optima.ember@bridgecapital.com
in linkedin.com/in/north-optima
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $702,121,920 | $545,126 |
| Non-Discretionary | $0 | -- |
| Total | $702,121,920 | $545,126 |
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Separately Managed Accounts
Total SMA Asset: $702,121,920
Public Funds:
15.4% Cash:
3.0% Equity - Exchange:
6.1% Municipal Bonds:
13.4% Corporate - Investment Grade:
17.7% Corporate - Non-Investment Grade:
10.0% Equity - OTC:
17.6% Other:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $356,892,165 | 15.4% |
| Cash | $69,524,448 | 3.0% |
| Equity - Exchange | $141,366,377 | 6.1% |
| Municipal Bonds | $310,542,533 | 13.4% |
| Corporate - Investment Grade | $410,194,241 | 17.7% |
| Corporate - Non-Investment Grade | $231,748,159 | 10.0% |
| Equity - OTC | $407,876,760 | 17.6% |
| Other | $389,336,906 | 16.8% |
| Total | $2,317,481,589 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER PIONEER INSIGHT | DELTA WAVE | J9FXUT69N | YPSG | 8.14% | $55,915,516 |
| BRIDGE UNISON | FOCUS SUMMIT | GUJOVWNTT | BAYEQ | 3.40% | $52,375,660 |
| ZENITH INSIGHT | OAK PRIME | UU3792Q88 | PHV | 4.95% | $26,059,934 |
| BRIDGE MOMENTUM | WAVE SIGNAL | WT5UJ9TDE | KSDBL | 1.60% | $111,517,456 |
| OAK CREST | RADIAL RADIAL | 3I06A81E7 | WHQZ | 5.25% | $38,664,743 |
| VITAL EAGLE FOUNDATION | EMBER PATHWAY | 03AI6MPV6 | ZBBXC | 2.45% | $92,373,629 |
| DELTA VITAL ZENITH | VECTOR SIGNAL | I921I1NDO | RUQXX | 6.54% | $12,895,297 |
| OAK GLACIER | CREST FUSION | U3Y5NC8MT | FWJL | 8.19% | $92,567,564 |