CORECAP ADVISORS

CORECAP ADVISORS, LLC

CRD 158819 · SEC 801-72687

Visit website

27777 FRANKLIN ROAD, SUITE 700, SOUTHFIELD, MI, 48034, United States

Phone

888-296-3360

Fax

248-784-1459

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.99B

Discretionary AUM

$3.99B

Team

116 total employees; 110 advisory reps; 8 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	8735	$1.84B
High net worth individuals	936	$2.15B
Corporations/business entities	6	$586K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD