Corecap Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southfield, MI. Its latest Form ADV filing, dated March 31, 2026, reports $4.0B in regulatory assets under management, 116 employees, 40 offices, and 9,677 accounts.
Assets Under Management
$4.0B
Employees
116
Offices
40 offices
Total Clients
9,677
Primary office
SOUTHFIELD, MI
27777 FRANKLIN ROAD, SUITE 700, SOUTHFIELD, MI, United States
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
8,735
2
HNWI
9.7%
936
3
Corporations
0.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of March 31, 2026
Discretionary100.0%
$4.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.0B
Total Accounts9,677
10Y AUM Change+$3.4B (+564.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees116
Clients per Employee83:1
10Y Employee Change+26 (+28.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.