firm profile
Corecap Advisors
Overview
Corecap Advisors is an SEC registered investment adviser based in Southfield, MI, registered since 2011. It reports $4B in assets under management across 9,677 accounts, with 116 employees. It has 117 investment adviser representatives.
- Reported AUM
- $4B
- Discretionary
- 100%
- Accounts
- 9,677
- Average account
- $412K
- Employees
- 116
- Advisory reps
- 117
- Registered since
- 2011
- Jurisdictions
- 52
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Jason Raymond Steeno President CRD 2733742
- Craig David Rumler Chief Compliance Officer, Chief Operating Officer CRD 5618005
- David Wayne Muncie Chief Financial Officer CRD 1802808
1 more executive officer, with direct contact details
Advisory reps 3 of 117
- William George Alexander Investment Adviser Rep CRD 5909436
- Joshua Daniel Alpert Insurance Agent · Investment Adviser Rep CRD 4543083
- Boris J Andrikos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2288978
114 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 27777 Franklin Rd Ste 700
Southfield, MI 48034 - County
- Oakland
- Metro area
- Detroit-Warren-Dearborn, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: capitalchoiceaz.com
Every state, with registration dates
Similar firms near Southfield
- Plante Moran Financial AdvisorsSouthfield, MI$25.1B AUM
- Hantz Financial Services, Inc.Southfield, MI$10B AUM
- Advance Capital Management IncSouthfield, MI$5B AUM
- Center for Financial Planning IncSouthfield, MI$2B AUM
- Peninsula Capital Partners, L.L.C.Southfield, MI$1B AUM
request a demo
See what we have on Corecap Advisors
We'll walk you through the full profile and how to find more firms like this one.