C
Core Asset Managnement LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,533,432
Clients
32
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$391,670
About
The firm provides investment supervisory services to individual and high-net-worth clients, creating an Investment Policy Statement for each relationship and offering two model approaches: a group model with centralized security selection and limited client participation, and an individual model that incorporates client preferences and varying degrees of client involvement. It may also refer clients to third‑party money managers under disclosed fee‑sharing arrangements.
The investment approach emphasizes dynamic risk allocation and broad-market hedging, with analytical methods that include charting, fundamental, technical and cyclical analysis. The firm uses both long- and short-term trading techniques and may employ short sales, margin and options strategies (including uncovered options) alongside traditional equity allocations.
The firm manages a modest amount of client assets for a relatively small roster of clients, resulting in a more concentrated scale of operations than many larger peers. Accounts are reviewed at least weekly by the firm’s principal, the adviser typically operates with discretionary trading authority, does not take custody of client assets, and discontinued standalone financial planning services in 2012.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$500,000 - $1,000,000: 2.00% $1,000,001+: Negotiable
Account minimum: $250,000
Main office location
Core Asset Managnement LLC
Mccall ID, United States
Number of offices
1
Most active in
Core Asset Managnement LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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