CORE COMPLIANCE GROUP, LLC
Legal name: CORE ADVISORY GROUP
CRD #306661 SEC #801-122934 ROCK HILL, SC 803-324-5464
SEC Registered
Total AUM
$296.8M
Discretionary
$296.8M
Employees
11
Clients
26
Accounts
1,628
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $296.8M | $296.8M | $0 | 11 | 21 |
| Dec 2024 | $238.2M | $238.2M | $0 | 11 | 23 |
| Oct 2024 | $238.2M | $238.2M | $0 | 11 | 23 |
| Mar 2024 | $238.2M | $238.2M | $0 | 11 | 23 |
| Dec 2023 | $177.7M | $177.7M | $0 | 4 | 10 |
| Mar 2023 | $177.7M | $177.7M | $0 | 4 | 10 |
| Jan 2023 | $153M | $153M | $0 | 9 | 10 |
| Mar 2022 | $153M | $153M | $0 | 9 | 10 |
| Nov 2021 | $166.6M | $166.6M | $0 | 9 | 10 |
DateMar 2025
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees11
Clients21
DateDec 2024
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees11
Clients23
DateOct 2024
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees11
Clients23
DateMar 2024
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees11
Clients23
DateDec 2023
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees4
Clients10
DateMar 2023
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees4
Clients10
DateJan 2023
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees9
Clients10
DateMar 2022
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees9
Clients10
DateNov 2021
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees9
Clients10