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CORECAP ADVISORS
Legal name: CORECAP ADVISORS, LLC
CRD 158819File 801-72687
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.99B
Top 25% of cohort (national)
Discretionary AUM
$3.99B
Clients
9,677
9,677 accounts
Employees
116
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 30, 2011
- Principal office
- 27777 FRANKLIN ROAD, SUITE 700, SOUTHFIELD, MI, 48034
- Phone
- 888-296-3360
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.99B
- Discretionary AUM
- $3.99B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9,677
- Non-discretionary accounts
- 0
- Total accounts
- 9,677
- AUM per client
- $412K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $586K |
| High net worth individuals | 936 | $2.15B |
| Individuals (other than high net worth individuals) | 8,735 | $1.84B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11A2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.