RIA Intel›Advisers›Texas›CORE INVESTMENT GROUP, LLC

CORE INVESTMENT GROUP, LLC

Advisory

Data as of Apr 10, 2026 · Source: SEC Form ADV

Rank in TX

#1,800

of 2,813 advisers by AUM

Average account

$129K

across 350 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$45M

Discretionary AUM$44M

Non-Discretionary AUM$2M

Discretionary %96.6%

Total Clients254

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, KS, OH, OK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

254 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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