PROCORE ADVISORS, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 289037
- Registered since
- June 5, 2025
- Website
- procoreadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.66%
- Individuals35.03%
- Corporations / Businesses8.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Procore Advisors, LLC is an independent registered investment adviser organized as an LLC and described in filings as a capital allocator serving both individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee options. The firm does not characterize itself as an active ESG investor and is not a multi-state adviser per its snapshot; SEC registration is listed as 2025. Ownership is held by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities47%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- Private Funds1%
Owners & executives
1 of 1KEYTHE WARD-AGUILAR
Partner, CFO and COOCRD 2571048
Contacts
2 of 2MARK AGUILAR
CCO, Managing MemberCRD 5184549
BRYAN WARD
Managing MemberCRD 4603919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$33.5M in ETFs
18%
$6M
70%
$27.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TCW FLEXIBLE INCOME ETF (FLXR) | $3.7M | 95,441 | 11.17% |
Location
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 23 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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