Core Advisory Group

CRD 306661 · Rock Hill, SC · $338.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 306661
SEC number: 801-122934
Firm type: RIA
Assets under management: $338.4M as of Mar 2, 2026
Website: www.kingwealthpartners.com ↗
Phone: 803-323-8706
Address: 744 Arden Lane, Rock Hill, SC, 29732

Advisors at this firm

9 in our index · page 1 of 1

Catherine Victoria FisherCRD 7618154 · Charlotte, NC

IA Registered
Joseph Angelo GiordanoCRD 6703896 · Charlotte, NC

IA RegisteredBroker
N Elizabeth GreggCRD 3143948 · Charlotte, NC

IA RegisteredRegistration inactive
William Merritt KingCRD 5945182 · Rock Hill, SC

IA RegisteredBroker
Andrea Christina KovacsCRD 7092335 · Charlotte, NC

IA RegisteredRegistration inactive
James Anthony MccollomCRD 3018906 · Charlotte, NC

IA RegisteredBroker
Meredith Lee StrosserCRD 5894188 · Rock Hill, SC

IA RegisteredBroker
Jonathan Robert SwoffordCRD 6788403 · Charlotte, NC

IA RegisteredBroker
Korey WhiteCRD 6746809 · Brookhaven, MS

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.