CORECAP INVESTMENTS, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
115
Avg account
$0

Firm details

Headquarters
SOUTHFIELD, Michigan
CRD number
37068
Registered since
March 8, 1996

Firm profile

FINTRX

Overview

Corecap Investments, LLC is organized as a limited liability company and is registered with the SEC; FINTRX records show the firm’s SEC registration dates to 1996. The dataset provides minimal descriptive material about the business — the firm is labeled “unclassified” and ownership is listed as a mix of a domestic entity and individual. FINTRX also flags that Corecap is not identified as a capital allocator and is not an active ESG investor. Key operational details such as fee structure, target client types, specific advisory activities and broader business lines are not disclosed in the FINTRX entry, which limits the ability to profile the firm’s market positioning or client focus from these records alone.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 8
  • DANIEL MCCARTY

    New Business CoordinatorCRD 4509328

  • DANIEL MILAN

    Managing Partner, Founder and CIOCRD 5795696

  • RAYMOND PETT

    President, CEOCRD 2357041

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Contacts

3 of 107
  • William Haight

    Registered RepresentativeCRD 2332723

  • Anish Rajgolikar

    Investment Advisor RepresentativeCRD 7798528

  • LORA MEYER

    Registered RepresentativeCRD 4468595

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth