Corecap Advisors, LLC
CoreCap Advisors, LLC is an independent investment advisory firm headquartered in Southfield, Michigan. Founded in 2012, the firm offers financial planning and investment advisory services primarily for individual clients, both high-net-worth and non-high-net-worth, as well as a small number of business and institutional clients. As of July 2025, CoreCap Advisors manages approximately $3.2 billion in assets and employs 111 professionals. Advisory services are available through its team of registered investment adviser representatives, focusing on goal-based investment solutions and holistic financial planning. The firm is an SEC-registered investment adviser and is affiliated with CoreCap Investments, a FINRA-member broker-dealer.
Investment Strategy
CoreCap Advisors employs a client-centered, goal-based investment approach. They provide customized portfolios tailored to individual financial needs and risk tolerance, combining thorough financial planning with diversified investment solutions. Their focus is primarily on individuals (including high-net-worth clients), but the firm also serves small businesses and a limited number of pension and charitable accounts. The investment philosophy centers on delivering long-term value through disciplined asset allocation, fundamental research, and active portfolio management, with an emphasis on personalized service and fiduciary care.
Top Holdings
Equity Positions (2,670)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | 5.78% | $159.1M | 1,522,553 | $70.75 | $104.51 | +$16.2M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 5.69% | $156.6M | 477,133 | $285.05 | $328.17 | +$14.9M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 3.59% | $98.9M | 1,329,810 | $74.26 | $74.37 | +$6.8M |
X XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 2.85% | $78.4M | 278,295 | $198.14 | $281.86 | +$7.4M |
V VOO | VANGUARD S&P 500 ETF | 2.80% | $77.0M | 125,658 | $529.00 | $612.38 | +$2.8M |