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PROCORE ADVISORS, LLC

NEWPORT BEACH, CA · CRD 289037 · IAPD ↗ · 949-339-2990

$143.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — PROCORE ADVISORS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2026 — PROCORE ADVISORS, LLC reported RAUM up 30% ($110.9M -> $143.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2025 — PROCORE ADVISORS, LLC (NEWPORT BEACH, CA) is newly SEC-registered with $110.9M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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