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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-20 |
| IA | RA | APPROVED | 2025-08-20 |
| PA | RA | APPROVED | 2024-11-22 |
| OH | RA | APPROVED | 2023-08-17 |
| WI | RA | APPROVED | 2017-03-10 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Capital Synergy Partners, Inc. | Irvine | CA | 01/2011 | 03/2017 |
| Corecap Investments, Llc | Southfield | MI | 03/2017 | Present |
| Corecap Advisors, Llc | Southfield | MI | 03/2017 | Present |
*LAKE COUNTRY INSURANCE & FINANCIAL SERVICES W325 N3938 WOODLAWN CT. NASHOTAH, WI 53058 OWNER/AGENT/FIXED INSURANCE EFFECTIVE: 01/01/2004 120 HOURS PER MONTH/6 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-11 |
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