SourcingSourcing

CORE FINANCIAL PARTNERS INC.

B57
CRD 155205·SEC 801-100415·EL SEGUNDO, CA
AUM
$301.7M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$905K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORE FINANCIAL PARTNERS INC.
CRD
155205
SEC file #
801-100415
EIN
900884514
DBA names
Core Financial

Economics

AUM
$301.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$212.9M → $301.7M▲ +42%
Client mix
Individuals Other59
Individuals High Net Worth56
Corporations10
Insurance Companies4

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
6 advisors → 2 advisors▼ -67%
Primary office
EL SEGUNDO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
corefpi.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOUDSI, JOHN, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KOUDSI, JOHN, CHARLES
HADZI-PAVLOVIC, ANDRE, PETER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COREFPI.COM
Rdap Domain Creation Date
2018-05-03T19:55:21Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001580263
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2013-06-27
Edgar Last Filing Date
2013-07-11
Edgar Form D Count
2
Edgar Form D Offerings
2013-07-112013-07-11 · 0001580263-13-000002
2013-06-272013-06-27 · 0001580263-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
405 PARK AVENUENEW YORK, NY 10022
Business
405 PARK AVENUENEW YORK, NY 10022
Edgar EIN
900884514
Edgar Recent Filings
D/A2013-07-11 · 0001580263-13-000002
D2013-06-27 · 0001580263-13-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-03T19:55:21Z
Rdap Domain Last Changed
2026-04-03T04:14:21Z
Rdap Nameservers
Henrik.ns.cloudflare.comMckinley.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2724676
Trust Company Affiliate
No

People (3)

3
KOUDSI, JOHN, CHARLES
IAR · Direct Owner · 87.5%
2724676
HADZI-PAVLOVIC, ANDRE, PETER
Executive Officer · 2.5%
7715675
SAMUEL KUNZ
IAR
2484313