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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · RBC · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-30-2011
- Office Locations
- 74
Office Locations
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.
Reported data analysis
What the numbers show
Between December 8, 2025 and March 31, 2026, reported AUM increased 25.9%, from $3.2B to $4.0B.
Across 5 reported observations, AUM increased 108.8% between September 12, 2022 and March 31, 2026, from $1.9B to $4.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 110 advisory representatives and 9,685 clients, or 88 clients per representative. That equates to $411.6K in reported AUM per client.
The profile lists 74 reported office locations and 14 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Corecap Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DENNIS MICHAEL BROWN
DIRECTOR, Partner
- CRD
- --
- Ownership
- Less than 5%
DAVID WAYNE MUNCIE
Chief Financial Officer, DIRECTOR
- CRD
- #1802808
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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William George Alexander
Project Manager
- CRD
- #5909436
JOSHUA DANIEL ALPERT
Owner
- CRD
- #4543083
Showing 2 of 116 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Corecap Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Corecap Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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