Corecap Advisors
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
FINTRXOverview
Corecap Advisors is a privately held LLC that operates as an insurance broker-dealer and registered investment adviser focused on both individual/family and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, and educational workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and flat-fee engagements. Corecap does not self-identify as an active ESG investor. Industry relationships extend beyond its adviser role to include affiliations with broker-dealers, other investment advisers, accounting and law firms, and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents14%
Owners & executives
3 of 13
Daniel Milan
Managing Partner, Founder and CIOCRD 5795696
Bradley Clark
Founder and CEOCRD 5204528
Alison Slezak
COOCRD 7083079
Contacts
3 of 105
Neil Chidester
Financial StrategistCRD 5747574
William Harpe
Financial AdvisorCRD 5857462
Robert Romain
PresidentCRD 5871331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,727Active vs passive
$6.6B in ETFs
87%
$5.7B
10%
$880M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $178M | 481,241 | 2.69% |
Location
Southfield, MI
Oakland
Location
Southfield, MI
Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 27777 Franklin Rd
- Time zone
- ET (UTC-5)
- Office locations
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