Christian Brim
Core Wealth Management · Oklahoma City, Oklahoma
Christian Brim is a fee-only financial advisor at Core Wealth Management in Oklahoma City, Oklahoma. Core Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Core Wealth Management |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $37.6M across 196 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2969017 |
| Exams passed | Series 63 (1997) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.coregroupwealth.com |
How Christian's firm compares
- Core Wealth Management's average account is about $192,000, from its Form ADV (assets managed divided by 196 accounts).
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Questions about Christian
Is Christian Brim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christian holds no broker registration, and Core Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christian charge for financial advice?
Christian's firm, Core Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Christian Brim based?
Christian Brim is based in Oklahoma City, Oklahoma.
Is Christian Brim registered with the SEC?
Yes. Christian Brim is registered as an investment adviser representative in TX (CRD 2969017), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Core Wealth Management manage?
Core Wealth Management reports $37.6M across 196 accounts in assets under management.
How do I contact Christian Brim?
Through Christian's website, www.coregroupwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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