Core Capital Solutions LLC

Core Capital Solutions LLC (CRD# 136604) is a financial advisory firm headquartered in Naperville, IL. They manage $132,516,346 in 66 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $2,007,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, NY

Financial Advisors at Core Capital Solutions LLC
Showing 1 - 2 of 2 top financial advisors.
1
David M. Fluett
CRD#: 823638
40 Shuman Boulevard, Suite 240, Naperville, IL 60563
93
Wealthminder
score

David Fluett (CRD# 823638) is an Investment Advisor Representative working at Core Capital Solutions LLC in Naperville, IL and has over 26 years of experience in the finance industry.

2
James H. Sullivan
CRD#: 2584131
40 Shuman Boulevard, Suite 104, Naperville, IL 60563
93
Wealthminder
score

James Sullivan (CRD# 2584131) is an Investment Advisor Representative working at Core Capital Solutions LLC in Naperville, IL and has over 21 years of experience in the finance industry.

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