This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 08-10-2017
- Office Locations
- 3
Office Locations
About Procore Advisors, LLC
Procore Advisors, LLC is a Newport Beach, CA RIA providing investment management and comprehensive financial planning, including retirement cash-flow, tax and wealth transfer/legacy strategies. Led by CFP professionals (including a CIMA and ChFC), the team focuses on busy professionals, business owners and families navigating transitions such as liquidity events, divorce or inheritance, with a family-office-style, education-focused approach. Primary custodian: Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ANTHONY AGUILAR
Chief Operations Officer, Managing Member
- CRD
- #5184549
- Ownership
- 25% but less than 50%
BRYAN DAVID WARD
Certified Financial Planner
- CRD
- #4603919
- Ownership
- 25% but less than 50%
Alpha meridian
Catalyst wave prime
- CRD
- #44195
- Ownership
- 48.4%
Showing 2 of 3 owners & executives
Unlock allContacts
Keythe Ward Aguilar
Managing Member, CCO
- CRD
- --
Mark Aguilar
Managing Member, COO
- CRD
- --
Horizon unison
Wave prime
- CRD
- #84243
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,665,154 | $307,634 |
| Non-Discretionary | $0 | -- |
| Total | $143,665,154 | $307,634 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $143,665,154
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $212,454,186 | 18.8% |
| Equity - Exchange | $334,502,335 | 29.6% |
| Cash | $168,381,243 | 14.9% |
| Equity - OTC | $142,389,508 | 12.6% |
| Private Funds | $272,348,185 | 24.1% |
| Total | $1,130,075,457 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA OPTIMA | ZENITH PATHWAY | 8B8N7Z1J3 | IFV | 5.96% | $58,680,537 |
| PRIME PRIME HARBOR | TIMBER PRIME | 8T2TNMORG | BUY | 8.61% | $87,459,488 |
| UNISON INSIGHT VECTOR | PEAK CREST | 4I2T7ZBUB | MBD | 1.67% | $96,512,869 |
| MERIDIAN RIDGE TIMBER | SIGNAL VERTEX | L3STBCB35 | QGAUX | 5.80% | $38,913,595 |
| OPTIMA ATLAS VERTEX | INSIGHT SUMMIT | A46AE69V5 | UXC | 11.01% | $45,940,521 |
| WAVE OAK QUANTUM | PATHWAY EAGLE | I9IOO3XKS | QZHT | 2.89% | $74,159,450 |
| CAPITAL NORTH | GLACIER FRONTIER | QMMYUFK8L | MEX | 1.38% | $34,646,571 |
| UNISON WAVE CAPITAL | WAVE SUMMIT | AVATC8D07 | FGT | 10.72% | $25,898,053 |