Corecap Advisors

Corecap Advisors (CRD# 158819) is a financial advisory firm headquartered in Southfield, MI. They manage $2,467,486,750 in 8,713 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,467
    MILLION
  • Total Number of Accounts
    8,713
    ACCOUNTS
  • Average Account Value
    $283,196
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Corecap Advisors
Showing 1 - 10 of 103 top financial advisors.
1
William G. Alexander
CRD#: 5909436
Raleigh, NC

William Alexander (CRD# 5909436) is an Investment Advisor Representative working at Corecap Advisors in Raleigh, NC and has over 12 years of experience in the finance industry.

2
Joshua D. Alpert
CRD#: 4543083
27777 Franklin Road, Suite 700, Southfield, MI 48034

Joshua Alpert (CRD# 4543083) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 11 years of experience in the finance industry.

3
Christopher J. Anderson
CRD#: 6308983
518 W 800 N, Suite 204, Orem, UT 84057

Christopher Anderson (CRD# 6308983) is an Investment Advisor Representative working at Corecap Advisors in Orem, UT and has over 9 years of experience in the finance industry.

4
Don E. Ash
CRD#: 5429310
329 Broad Street, Rome, GA 30161

Don Ash (CRD# 5429310) is an Investment Advisor Representative working at Corecap Advisors in Rome, GA and has over 15 years of experience in the finance industry.

5
Norman M. Bald
CRD#: 3206348
27777 Franklin Road, Suite 700, Southfield, MI 48034

Norman Bald (CRD# 3206348) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 25 years of experience in the finance industry.

6
Lisa J. Bamburg
CRD#: 6458715
1200 West Main, Jacksonville, AR 72076

Lisa Bamburg (CRD# 6458715) is an Investment Advisor Representative working at Corecap Advisors in Jacksonville, AR and has over 10 years of experience in the finance industry.

7
Joel S. Brown
CRD#: 2442825
Bloomfield Hills, MI

Joel Brown (CRD# 2442825) is an Investment Advisor Representative working at Corecap Advisors in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.

8
Scott M. Butler
CRD#: 4780682
14502 Greenview, Suite 208, Laurel, MD 20708

Scott Butler (CRD# 4780682) is an Investment Advisor Representative working at Corecap Advisors in Laurel, MD and has over 19 years of experience in the finance industry.

9
Peter Casciotta
CRD#: 2058958
1222 Se 47th Terrance Suite #207, Cape Coral, FL 33904

Peter Casciotta (CRD# 2058958) is an Investment Advisor Representative working at Corecap Advisors in Cape Coral, FL and has over 20 years of experience in the finance industry.

10
Mark E. Charnet
CRD#: 1172093
27777 Franklin Road, Suite 700, Southfield, MI 48034

Mark Charnet (CRD# 1172093) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 40 years of experience in the finance industry.

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