CORPS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$270M
Discretionary
$270M
100% of AUM
Avg account
$1.5M
Accounts
184
Employees
9
Advisory reps
3

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
304643
Registered since
July 10, 2019
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Corps Capital Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. Since registering with the SEC in 2019, the firm blends a liquid public equity sleeve with direct involvement in pooled private funds that it sponsors or manages. Its stated advisory activities include financial planning, portfolio management for individuals and pooled vehicles, and the selection of other advisers—signaling a hybrid model that combines discretionary portfolio management with outsourced manager selection for alternative strategies. The firm favors equity exposure as the primary liquid asset class and supplements that exposure with third-party alternative managers. Corps Capital charges fees as a percentage of assets under management and also uses hourly billing for certain services. It is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, State & Local Bonds 24%, Investment Grade Corp Bonds 18%, Cash & Cash Equivalents 11%, US Government Bonds 2%45%
  • Exchange Traded Equities45%
  • State & Local Bonds24%
  • Investment Grade Corp Bonds18%
  • Cash & Cash Equivalents11%
  • US Government Bonds2%

Contacts

3 of 3
  • CONSTANTINOS MANIATIS

    Investment Adviser RepresentativeCRD 4253356

  • Joshua Moore

    Investment Advisor RepresentativeCRD 8155217

  • THOMAS MORGAN

    Founding PartnerCRD 2385856

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
1900 W Kirkwood Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth