Corecap Advisors

Corecap Advisors (CRD# 158819) is a financial advisory firm headquartered in Southfield, MI. They manage $1,957,268,517 in 7,757 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,957
    MILLION
  • Total Number of Accounts
    7,757
    ACCOUNTS
  • Average Account Value
    $252,323
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 11 - 20 of 102 top financial advisors.
11
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.

12
Jonah K. Chun
CRD#: 4575497
Kaneohe, HI

Jonah Chun (CRD# 4575497) is an Investment Advisor Representative working at Corecap Advisors in Kaneohe, HI and has over 21 years of experience in the finance industry.

13
Bradley D. Clark
CRD#: 5204528
27777 Franklin Road, Suite 700, Southfield, MI 48034

Bradley Clark (CRD# 5204528) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 7 years of experience in the finance industry.

14
Steven C. Conners
CRD#: 1939727
27777 Franklin Road, Suite 700, Southfield, MI 48034

Steven Conners (CRD# 1939727) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 34 years of experience in the finance industry.

15
Lauren C. Cooper
CRD#: 6399973
36 W Main Street, Po Box 747, Centerburg, OH 43011

Lauren Cooper (CRD# 6399973) is an Investment Advisor Representative working at Corecap Advisors in Centerburg, OH and has over 9 years of experience in the finance industry.

16
Paul M. Costa
CRD#: 1243664
2205 Trautner Drive, Suite 202, Saginaw, MI 48604

Paul Costa (CRD# 1243664) is an Investment Advisor Representative working at Corecap Advisors in Saginaw, MI and has over 39 years of experience in the finance industry.

17
Matthew C. Essmann
CRD#: 5697283
27777 Franklin Road, Suite 700, Southfield, MI 48034

Matthew Essmann (CRD# 5697283) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 14 years of experience in the finance industry.

18
Jay M. Ferrans
CRD#: 5608914
27777 Franklin Road, Suite 700, Southfield, MI 48034

Jay Ferrans (CRD# 5608914) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 15 years of experience in the finance industry.

19
Kurt T. Fillmore
CRD#: 4518386
27777 Franklin Road, Suite 700, Southfield, MI 48034

Kurt Fillmore (CRD# 4518386) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 21 years of experience in the finance industry.

20
Peter T. Frawley
CRD#: 4827671
Lake Orion, MI

Peter Frawley (CRD# 4827671) is an Investment Advisor Representative working at Corecap Advisors in Lake Orion, MI and has over 19 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.