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 organized as a limited liability company and is listed as SEC-registered since 1996. Public profile fields in the dataset are sparse: the firm is recorded as an owner type of domestic entity/individual and carries an internal classification of "Unclassified." The snapshot flags Corecap Investments, LLC as not an active ESG investor and not a multi-state adviser. There is no detail in the available record about the firm’s advisory services, fee model, target client segments, or specific investment strategies, so its market positioning and service mix cannot be described from these sources.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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