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CORPS CAPITAL ADVISORS, LLC
CRD 304643File 801-116949
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$270.3M
Below cohort median (national)
Discretionary AUM
$270.3M
Clients
19
184 accounts
Employees
9
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 10, 2019
- Principal office
- 1900 W KIRKWOOD BLVD., SUITE 1400B, SOUTHLAKE, TX, 76092
- Phone
- (214) 452-2300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $270.3M
- Discretionary AUM
- $270.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 184
- Non-discretionary accounts
- 0
- Total accounts
- 184
- AUM per client
- $14.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $270.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 9 | increased by5 |
| Apr 1, 2026 | Clients | 20 | 19 | decreased by1 |
| Apr 1, 2026 | AUM | $147,808,295 | $270,311,000 | increased by$122,502,705 |
| Apr 1, 2026 | Accounts | 31 | 184 | increased by153 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 30 | 20 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $142,041,000 | $147,808,295 | increased by$5,767,295 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 29 | 31 | increased by2 |
| Apr 1, 2022 | Clients | 20 | 30 | increased by10 |
| Apr 1, 2022 | AUM | $133,330,000 | $142,041,000 | increased by$8,711,000 |
| Apr 1, 2022 | Accounts | 132 | 29 | decreased by103 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORPS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORPS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.