Brian Wolfer

Employer firm

Corecap Advisors CRD 158819

$3.99B regulatory AUM 8 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Corecap Advisors

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-01-28
NH	RA	APPROVED	2026-01-16
AZ	RA	APPROVED	2025-04-22
CA	RA	APPROVED	2024-06-27
WV	RA	APPROVED	2024-05-29
OH	RA	APPROVED	2024-05-25
ME	RA	APPROVED	2023-12-22
FL	RA	APPROVED	2023-12-07
TX	RA	APPROVED_RES	2023-12-07
NJ	RA	APPROVED	2023-12-01
SC	RA	APPROVED	2023-11-30
DE	RA	APPROVED	2023-11-27
NC	RA	APPROVED	2023-11-27
NV	RA	APPROVED	2023-11-20
PA	RA	APPROVED	2023-11-20
MD	RA	APPROVED	2023-11-17

NY RA
APPROVED

Since 2026-01-28
NH RA
APPROVED

Since 2026-01-16
AZ RA
APPROVED

Since 2025-04-22
CA RA
APPROVED

Since 2024-06-27
WV RA
APPROVED

Since 2024-05-29
OH RA
APPROVED

Since 2024-05-25
ME RA
APPROVED

Since 2023-12-22
FL RA
APPROVED

Since 2023-12-07
TX RA
APPROVED_RES

Since 2023-12-07
NJ RA
APPROVED

Since 2023-12-01
SC RA
APPROVED

Since 2023-11-30
DE RA
APPROVED

Since 2023-11-27
NC RA
APPROVED

Since 2023-11-27
NV RA
APPROVED

Since 2023-11-20
PA RA
APPROVED

Since 2023-11-20
MD RA
APPROVED

Since 2023-11-17

Branch Locations

51 Woodland Drive, Glen Mills, PA 19342 • United States

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Vanguard	Malvern	PA	02/1999	10/2019
Bdfs Capital Llc	Rehoboth Beach	DE	10/2021	02/2022
Black Diamond Financial Solutions	Rehoboth Beach	DE	10/2021	02/2022
N/A	West Chester	PA	10/2019	10/2021
Dan White & Associates	Glen Mills	PA	10/2023	Present
Unemployed	Westchester	PA	02/2022	10/2023
Corecap Advisors, Llc	Southfield	MI	11/2023	Present

02/1999 → 10/2019

Vanguard

Malvern, PA
10/2021 → 02/2022

Bdfs Capital Llc

Rehoboth Beach, DE
10/2021 → 02/2022

Black Diamond Financial Solutions

Rehoboth Beach, DE
10/2019 → 10/2021

N/A

West Chester, PA
10/2023 → Present

Dan White & Associates

Glen Mills, PA
02/2022 → 10/2023

Unemployed

Westchester, PA
11/2023 → Present

Corecap Advisors, Llc

Southfield, MI

Previous Registrations

2021-11-23 → 2022-02-21

Bdfs Capital Llc

Rehoboth Beach, DE
2007-08-14 → 2019-11-29

Vanguard Advisers, Inc.

Malvern, PA

Other Businesses

*Rental properties (3); Investment-related; Landlord/Owner; Approximate number of hours/month you devote to the other business: 10; Number of hours you devote during securities trading hours: 0 *Dan White & Associates; Independent Insurance Agent; Insurance and annuity sales; approx. 160 hours per month; approx. 160 hours per month during trading hours; similar clientele

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-08-10
S63	Uniform Securities Agent State Law Examination	2005-11-23

S65 Uniform Investment Adviser Law Examination

2007-08-10
S63 Uniform Securities Agent State Law Examination

2005-11-23

Designations

Certified Financial Planner

Other Names

Brian Paul Wolfer

View on SEC IAPD