CORE FINANCIAL
SEC RegisteredComprehensive Wealth Management and Financial Planning in a Post-COVID World for Business Owners and Individuals
About the firm
Founded in 2010 by John Koudsi, Core Financial Partners serves as the Wealth Management arm of The Kobre Companies, a portfolio of enterprises that generates wealth for investors. Core consists of a highly effective and curated team of diverse professionals, including CFAs, CFPs, and CPAs, that understand the unique needs of their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management and financial planning, including strategic planning, targeted asset management recommendations, tax mitigation strategies, identification of revenue-generating opportunities, leveraging market inefficiencies, and providing access to unique private opportunities through affiliate companies and trusted partnerships.
Who they serve
Small to middle market business owners and high net worth individuals; typical client has great appreciation for contrarian views and is seeking highly strategic and unique investment opportunities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 59 | $24M |
| High Net Worth Individuals | 56 | $209M |
| Sovereign Wealth Funds | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $10,000,000 | 1.00% |
| $10,000,000 to $20,000,000 | 0.90% |
| $20,000,000 to $50,000,000 | 0.75% |
| Above $50,000,000 | 0.60% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORE FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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