Rock Hill, SC Office
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CORE Advisory Group
Team
Firm-wide stats for CORE Advisory Group
About
CORE serves individuals (including high-net-worth clients), retirement plans, trusts, corporations and charitable organizations with discretionary asset management, retirement-plan consulting, financial planning, coaching and related advisory services. The firm reports managing roughly $338 million for about 1,141 clients through a team of ten advisors and delivers both portfolio management and planning services across its advisory representatives.
Investment work is delivered primarily on a discretionary basis using a mix of proprietary CORE model portfolios and access to multiple LPL-sponsored platforms and third‑party manager programs (including wrap and non-wrap solutions, model portfolios, and an algorithm-driven managed service). Advisory representatives gather client goals, risk tolerance and liquidity needs to set objectives and monitor accounts at least annually, and they may move client assets among platforms or sub-advisors to align with those objectives.
Notable distinctions include CORE’s role as sponsor and portfolio manager of a wrap-fee program offered on LPL’s SWM II platform and the firm’s networked structure of investment advisory representatives who operate in separate offices and DBAs. Unlike many peers, several CORE IARs are also registered representatives of LPL and licensed insurance agents and may offer commission-based financial and insurance products, and CORE retains a portion of advisory fees when its portfolio or CIO services are used — arrangements the brochure discloses as potential conflicts of interest.
Based on CORE Advisory Group
Expertise
Based on CORE Advisory Group
Location
744 Arden Lane, Suite 175
Rock Hill SC 29732
Advisors at this office
4
Advisors at this office
Austin P
Series 63, Series 65
Rock Hill, SC
CORE Advisory Group
Austin Pope is a financial advisor at CORE Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, Equitable Advisors, Sureify, Brighthouse Financial, and The Vanguard Group. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management, retirement-plan consulting, and financial planning. The firm manages approximately $338 million for over 1,100 clients and employs a team of ten advisors delivering portfolio management and planning services through various proprietary and third-party investment platforms.
Hiram H
Series 63, Series 65
Rock Hill, SC
CORE Advisory Group
Hiram Hutchison is a financial advisor at CORE Advisory Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Great Valley Advisor Group and LPL Financial. Outside of his advisory work, he serves as a board commissioner for the Rock Hill/York County Convention & Visitors Bureau. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets and offers a range of discretionary asset management, financial planning, and retirement-plan consulting services.
William K
CFP®, Series 63
Rock Hill, SC
CORE Advisory Group
William King II is a CFP® with 12 years of experience in financial advising, currently affiliated with CORE Advisory Group. He has previously worked with LPL Financial and Independent Advisor Alliance. Outside of his advisory roles, he is involved with CORE Tax Advisors, providing tax preparation and accounting services. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management and financial planning. The firm manages approximately $338 million across 1,141 clients and utilizes a combination of proprietary model portfolios and multiple platform solutions to deliver tailored investment strategies.
Meredith S
Series 66
Rock Hill, SC
CORE Advisory Group
Meredith Strosser is a financial advisor at CORE Advisory Group with 14 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. Strosser is involved in tax preparation services through CORE Tax Advisors in addition to her advisory role. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and platform solutions tailored to client objectives and risk tolerance.
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