CORPS CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 304643
- Registered since
- July 10, 2019
- Website
- corpscapadvisors.com
- 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
FINTRXOverview
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
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 Equities45%
- State & Local Bonds24%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents11%
- US Government Bonds2%
Contacts
3 of 3CONSTANTINOS MANIATIS
Investment Adviser RepresentativeCRD 4253356
Joshua Moore
Investment Advisor RepresentativeCRD 8155217
THOMAS MORGAN
Founding PartnerCRD 2385856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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