Corecap Advisors - Investment Advisers

About Corecap Advisors

Corecap Advisors is an investment adviser headquartered in Southfield, Michigan, providing comprehensive financial planning and investment management services. The firm manages approximately $3.99 billion in regulatory assets for its clients and employs 116 professionals. Corecap specializes in developing customized financial strategies tailored to each client's specific circumstances, financial objectives, and long-term needs. Corecap provides comprehensive financial services spanning retirement planning, investment management, insurance consultation, estate planning, and wealth preservation. Among investment advisers in Michigan, the firm distinguishes itself through a consultative approach that prioritizes understanding each client's financial circumstances and objectives before recommending strategies. Client education and clear communication throughout the planning and investment management process are central to the firm's service model.

Key Facts

Assets Under Management

$3.99B

Employees

116

SEC File Number

801-72687