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Corecap Advisors CRD 158819
$3.99B regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-05 |
| CA | RA | APPROVED | 2023-06-07 |
| UT | RA | APPROVED | 2018-07-25 |
| NC | RA | APPROVED | 2018-04-05 |
| FL | RA | APPROVED | 2018-04-04 |
| SC | RA | APPROVED | 2016-05-11 |
| MI | RA | APPROVED | 2014-07-17 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
10 North Lapeer Street, Lake Orion, MI 48362 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Advisors, Llc | Southfield | MI | 05/2014 | Present |
TELLURIDE FINANCIAL INC.- FIXED INS. OLIVER D. LEE INC. INVESTMENT CONSULTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-06 |
| S66 | Uniform Combined State Law Examination | 2001-12-17 |
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