Corecap Advisors

Registered investment advisor · Southfield, Michigan · CRD #158819

Assets Under Management

$4B

Client Accounts

9,677

Employees

116

CRD Number

158819

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Rbc Capital Markets Corporation, Axos Clearing Llc, Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Corecap Advisors

Corecap Advisors, Inc. is a US-based investment advisory firm offering brokerage, investment, tax management, estate planning, and consulting services. It is registered with the SEC and provides investment advisory services to retail investors, including portfolio and financial planning.

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Corecap Advisors

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Corecap Advisors's AUM?

Corecap Advisors reports approximately $4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Corecap Advisors headquartered?

Corecap Advisors is headquartered in Southfield, Michigan.

What is Corecap Advisors's CRD number?

Corecap Advisors's CRD number is 158819. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.