$4.0B Total AUM
$4.0B Disc. AUM
23.4% 3Y CAGR
116 Employees
9,685 ADV. Clients
14 yrs Firm Age
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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · RBC · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2011
- Office Locations
- 75
Office Locations
10 North Lapeer Street Lake Orion MI
101 W. BIG Beaver, Suite 1433 Troy MI
1041 Founders ROW Greensboro GA
About Corecap Advisors
CoreCap Advisors is a Michigan-based RIA serving both retail and institutional clients, with a stated focus on entrepreneurs. The firm delivers asset management and financial planning (including estate and insurance planning) and builds portfolios using ETFs and mutual funds across exposures such as fixed income and alternatives. Custody relationships include Charles Schwab.
Team overview
49 AVG AGE
$36.2M AVG AUM / ADVISOR
$411.6K AVG AUM / CLIENT
6.1 yrs AVG TENURE
116 Employees
110 Advisory Reps
116 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
D
DENNIS MICHAEL BROWN
DIRECTOR, Partner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
DAVID WAYNE MUNCIE
Chief Financial Officer, DIRECTOR
- CRD
- #1802808
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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W
William George Alexander
Project Manager
- CRD
- #5909436
Available
Available
Available
J
JOSHUA DANIEL ALPERT
Owner
- CRD
- #4543083
Available
Available
Available
Showing 2 of 117 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,986,624,254 | $411,969 |
| Non-Discretionary | $0 | -- |
| Total | $3,986,624,254 | $411,969 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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