Core Wealth Advisors, Inc.
- Regulatory AUM
- $702M
- Discretionary
- $702M
- Clients
- 586
- Avg AUM / client
- $1.2M
- Accounts
- 1,288
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 139 | $116M | 16.5% |
| High net worth individuals | 447 | $584M | 83.2% |
| Pension and profit sharing plans | Fewer than 5 | $2.1M | 0.3% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Taylor Foss | President, Shareholder | Nov 2013 (13y) | 50% – 75% | |
| Nathan Harold Dunham | Vice President, Shareholder | CFP | Nov 2013 (13y) | 10% – 25% |
| Andrew Taylor Foss | Vice President, Shareholder | Dec 2015 (11y) | 10% – 25% | |
| Paul Richard Weaver | Chief Compliance Officer | Jan 2017 (10y) | 5% – 10% | |
| Michael John Ehlenbeck | Registered representative | CFP | Jun 2017 (9y) | |
| Derek Declan Dimond Stross | Registered representative | Personal Financial Specialist | Dec 2022 (4y) | |
| Kenneth Galen Moore | Registered representative | Oct 2023 (3y) | ||
| Benjamin Paul Greenman | Registered representative | CFP | Oct 2023 (3y) | |
| Haley Lynn Tonge | Registered representative | Oct 2025 (1y) | ||
| Michael Edward Scott | Registered representative | CFA | Apr 2026 (0y) | |
| Heath Randall Clevenger | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $671M (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗