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CORE ADVISORY GROUP

ROCK HILL, SC · CRD 306661 · IAPD ↗ · kingwealthpartners.com · 803-323-8706

$338.4MRegulatory AUM
9Advisory reps
9Employees
14Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CORE ADVISORY GROUP notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — CORE ADVISORY GROUP changed its website from strosserwealth.com to kingwealthpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — CORE ADVISORY GROUP notice-filed in NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — CORE ADVISORY GROUP grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — CORE ADVISORY GROUP added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — CORE ADVISORY GROUP reported RAUM up 34% ($177.7M -> $238.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CORE ADVISORY GROUP grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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