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CEO / CFO · Core Financial

John C. Koudsi

CRD 2724676 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Core Financial, an SEC-registered wealth manager based in EL Segundo, CA with $302 million in regulatory assets, lists John C. Koudsi on its Form ADV as CEO / CFO, a control person. The SEC filings also name John at 1 other registered adviser.

Firms and roles

  • Core FinancialCEO / CFOWealth manager · EL Segundo, CA · $302M in regulatory assets
  • Counterpoint FundsManaging Member, Chief Strategic OfficerAsset manager · SAN Diego, CA · $3.2B in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.