Core Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Core Financial Partners reports 129 clients. They include 59 individual clients, 56 high-net-worth individuals, and 10 corporations and other businesses. Of its assets, 37.6% ($114M across 297 accounts) are managed with discretion; $188M across 271 accounts are not. A wrap fee program the firm both sponsors and manages holds $285M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 8% |
| High-net-worth individuals | 43% | 69% |
| Insurance companies | 3% | 12% |
| Corporations and other businesses | 8% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 59 | $23.6M | 7.8% | $400K |
| High-net-worth individuals | 56 | $209M | 69.1% | $3.72M |
| Insurance companies | 4 | $34.8M | 11.5% | $8.7M |
| Corporations and other businesses | 10 | $34.8M | 11.5% | $3.48M |
| Total | 129 | $302M | 100% | $2.34M |
- Clients
- 59
- Regulatory AUM
- $23.6M
- AUM share
- 7.8%
- Avg. per client
- $400K
- Clients
- 56
- Regulatory AUM
- $209M
- AUM share
- 69.1%
- Avg. per client
- $3.72M
- Clients
- 4
- Regulatory AUM
- $34.8M
- AUM share
- 11.5%
- Avg. per client
- $8.7M
- Clients
- 10
- Regulatory AUM
- $34.8M
- AUM share
- 11.5%
- Avg. per client
- $3.48M
Total
- Clients
- 129
- Regulatory AUM
- $302M
- AUM share
- 100%
- Avg. per client
- $2.34M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Core Financial Partners charges 0.60%–1.00% a year for its Asset Management Wrap Fee Program. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Flat fees generally range from $1,800 to $50,000 a year; the hourly rate of $450 is used to pro-rate fees on termination.
John Koudsi owns 75% or more of Core Financial Partners. The leadership team of Core Financial Partners includes Chief Compliance Officer Andre Hadzi-Pavlovic. It has 5 employees, 2 of them in advisory roles.
Leadership
- Andre Hadzi-PavlovicChief Compliance Officer
- John KoudsiCEO / CFO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- John Charles Koudsi
- Samuel Kunz
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Core Financial Partners Inc.
John Koudsi
Control person · since September 2010
Core Financial Partners’ regulatory assets grew from $215M (June 2021) to $302M (March 2026); clients fell from 245 to 129 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $302M | 129 | 5 | 1 |
| March 2025 | $285M | 142 | 5 | 1 |
| April 2024 | $254M | 141 | 6 | 1 |
| March 2023 | $230M | 147 | 6 | 2 |
| March 2022 | $228M | 161 | 5 | 1 |
| June 2021 | $215M | 245 | 5 | 1 |
Besides its headquarters, Core Financial Partners has 0 offices, with 1 listed address in California.
California · 1 listed address
- 222 N Pacific Coast Highway, Ste 1900, El SegundoHQ
Contact and registration details
- Legal name
- Core Financial Partners Inc.
- Headquarters
- 222 N Pacific Coast Highway, Ste 1900, El Segundo, CA 90245
- Website
- corefpi.com
- Phone
- 310-450-6004
- @core-financial-partners-inc-
- SEC file
- 801-100415
- Structure
- California corporation
- Fiscal year end
- December
Core Financial Partners uses Fidelity ($60.4M, 53%), Charles Schwab ($43.2M, 38%) and RBC Capital Markets ($10M, 9%) as custodians for its separately managed accounts. Core Financial Partners does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $60.4M53%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $43.2M38%
- RBC Capital MarketsRBC Capital Markets, LLC · New York, NY · $10M9%
At year end, Core Financial Partners’ separately managed accounts were mostly in funds (86%) and stocks (11%).
What the accounts hold
- Stocks11%
- Funds86%
- Pooled vehicles64%
- Registered funds22%
- Cash3%
How many clients does Core Financial Partners have?
Core Financial Partners has 129 clients and manages $302 million for them, as of March 2026. They include 59 individual clients, 56 high-net-worth individuals, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Core Financial Partners offer?
Core Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Core Financial Partners charge?
Core Financial Partners charges 0.60%–1.00% a year for its Asset Management Wrap Fee Program. The fee is billed in advance and is negotiable.
Source: ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE, filed 30 March 2026
Which custodians does Core Financial Partners use?
Core Financial Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $60.4M, Charles Schwab & Co., Inc. (San Francisco, CA), with $43.2M and RBC Capital Markets, LLC (New York, NY), with $10M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Core Financial Partners have?
Core Financial Partners has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Core Financial Partners invest in?
At the end of its last fiscal year, Core Financial Partners’ separately managed accounts held 64% pooled vehicles (private funds and similar), 22% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Core Financial Partners?
Core Financial Partners’ direct owner is John Koudsi (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Core Financial Partners get paid?
Core Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Core Financial Partners registered with the SEC?
Yes, Core Financial Partners has been registered with the SEC as an investment adviser since 6 July 2015. Its CRD number is 155205 and its SEC file number is 801-100415.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Core Financial Partners?
Core Financial Partners’ main office is at 222 N Pacific Coast Highway, Ste 1900, El Segundo, CA 90245. Its phone number is 310-450-6004. Its website is corefpi.com.