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CORE AND VALUE ADVISORS, LLC

SAN FRANCISCO, CA · CRD 156093 · IAPD ↗ · 415-658-3300

$21.18BRegulatory AUM
77Advisory reps
161Employees
1Clients
n/aPlanning clients
2Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

63
April 2026 — CORE AND VALUE ADVISORS, LLC grew from 69 to 77 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — CORE AND VALUE ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.