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 that registered with the SEC in 2025 and is organized as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that selects external managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not described as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Keythe Ward-aguilar
Partner, CFO and COOCRD 2571048
Contacts
2 of 2
Mark 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 44Active vs passive
$37.1M in ETFs
22%
$8.2M
66%
$28.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TCW FLEXIBLE INCOME ETF (FLXR) | $4.1M | 104,261 | 11.01% |
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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