CORECAP ADVISORS

RIASEC RegisteredEst. 2011

Total AUM

$4B

Discretionary

$4B

100% of AUM

Avg account

$412K

Accounts

9,677

Employees

116

Advisory reps

115

Firm details

Headquarters: SOUTHFIELD, Michigan
CRD number: 158819
Registered since: August 30, 2011
Website: corecapinv.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC, AXOS CLEARING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.86%
Individuals46.12%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Corecap Advisors is an SEC-registered limited liability company that operates as an insurance broker-dealer and a capital allocator serving individuals, families and institutional clients. The firm has been registered since 2011 and offers a mix of financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational workshops. Fee arrangements are flexible and include a percentage of assets under management, hourly billing and fixed fees. FINTRX flags Corecap as not an active ESG investor. The firm reports multiple industry relationships—broker-dealer ties as well as affiliations with other investment advisers, accounting and law firms, and insurance companies—consistent with a hybrid model that blends investment management, advisory referrals and insurance solutions. FINTRX lists Corecap’s owner type as a domestic entity and individual, and designates the firm as a capital allocator that deploys external managers in certain strategies.