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Corps Capital Advisors, LLC

Corps Capital Advisors, LLC. CRD 304643

Corps Capital Advisors, LLC logo

CRD: 304643

Corps Capital Advisors, LLC

Southlake, TX, 76092
2144522300
$270.3M Total AUM
$270.3M Disc. AUM
16.8% 3Y CAGR
9 Employees
19 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
North atlasMatrix
Established Date
07-10-2019
Office Locations
2

Office Locations

100 Crescent CT STE 700 Dallas TX
1900 W Kirkwood Blvd. Suite 1400b Southlake TX

About Corps Capital Advisors, LLC

Corps Capital Advisors, LLC is a Texas-based RIA serving accredited investors and entrepreneurs with financial planning, portfolio construction, and insurance/life insurance solutions. Portfolios are primarily ETF-based with supplemental cash and high-quality fixed income exposure. Custody is through Fidelity/NFS.

Team overview

62 AVG AGE
$90.1M AVG AUM / ADVISOR
$14.2M AVG AUM / CLIENT
4.6 yrs AVG TENURE
9 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age

Insights

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Accredited Investors

Focus fusion

Asset Classes

Crest insight Pioneer Signal unison Peak Pathway summit

Client Personas

Crest

Custodian

Vertex Legacy

Investment Themes

Insight

Investment Vehicles

Pathway crest Bridge

Platform

Ember

Services

Ember glacier Insight Vital Crest Radial Pioneer oak Value

Technology

Summit ember Focus

Owner & Executives

C

CONSTANTINOS GEORGE MANIATIS

Investment Advisor, Managing Member, PARTNER

CRD
#4253356
Ownership
Less than 5%
(369) 860-8956
optima.quantum@horizoncapital.com
in linkedin.com/in/optima-capital
THOMAS [NO MIDDLE NAME] MORGAN JR

THOMAS [NO MIDDLE NAME] MORGAN JR

Chief Compliance Officer, Managing Member, Private Wealth Advisor

CRD
#2385856
Ownership
Less than 5%
(800) 386-9358
foundation.peak@insightcapital.com
in linkedin.com/in/delta-glacier

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Contacts

Joshua Moore

Joshua Moore

Associate Financial Advisor, Client Service Manager

CRD
#8155217
(446) 350-2820
pioneer.horizon@momentumcapital.com
in linkedin.com/in/beacon-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-30-2022
03-30-2023
10-31-2024
03-19-2025
03-17-2026
Category Assets AVG. Account size
Discretionary $270,311,000 $1,469,082
Non-Discretionary $0 --
Total $270,311,000 $1,469,082

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Separately Managed Accounts

Total SMA Asset: $270,311,000

$270.3M Total SMA
Equity - Exchange:
32.5%
Municipal Bonds:
13.0%
Corporate - Investment Grade:
14.5%
Cash:
30.6%
U.S. Government/Agency:
9.4%
Asset class Assets Assets %
Equity - Exchange $2,299,947,130 32.5%
Municipal Bonds $919,978,852 13.0%
Corporate - Investment Grade $1,026,130,258 14.5%
Cash $2,165,488,683 30.6%
U.S. Government/Agency $665,215,478 9.4%
Total $7,076,760,401 100.0%

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