Firm profile

CORPS CAPITAL ADVISORS, LLC

SOUTHLAKE, TXCRD 304643Latest ADV March 17, 2026

Corps Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southlake, TX. Its latest Form ADV filing, dated March 17, 2026, reports $270M in regulatory assets under management, 9 employees, and 184 accounts.

Assets Under Management
$270M
Employees
9
Offices
--
Total Clients
19
Primary office
SOUTHLAKE, TX
1900 W KIRKWOOD BLVD., SUITE 1400B, SOUTHLAKE, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOThomas M. N. Morgan

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
19

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$270Mas of March 17, 2026
Discretionary100.0%
$270M
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.

Latest AUM$270M
Total Accounts184
10Y AUM Change+$270M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee2:1
10Y Employee Change+8 (+800.0%)

* 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.