Corecap Investments, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
116
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Corecap Investments, LLC is an SEC-registered investment adviser organized as a limited liability company. The firm has been registered since 1996 and is listed as owned by a domestic entity and an individual. Its regulatory snapshot classifies the firm as "Unclassified" and flags it as not acting as a capital allocator. The firm is not identified as an active ESG investor, is not marked as a multi-state adviser in the snapshot, and is neither newly formed nor a pension consultant. Several standard profile fields (client segments, fee structure, detailed advisory activities) are not supplied in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Daniel Mccarty

    Daniel Mccarty

    New Business CoordinatorCRD 4509328

  • Daniel Milan

    Daniel Milan

    Managing Partner, Founder and CIOCRD 5795696

  • Raymond Pett

    President, CEOCRD 2357041

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Contacts

3 of 107
  • William Haight

    William Haight

    Registered RepresentativeCRD 2332723

  • Anish Rajgolikar

    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