CORECAP ADVISORS, LLC
Legal name: CORECAP ADVISORS
CRD #158819 SEC #801-72687 SOUTHFIELD, MI 888-296-3360
SEC Registered Disclosures
Total AUM
$3.2B
Discretionary
$3.2B
Employees
111
Clients
1
Accounts
9,157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.2B | $3.2B | $0 | 111 | 8 |
| Sep 2025 | $3.2B | $3.2B | $0 | 111 | 8 |
| Jul 2025 | $3.2B | $3.2B | $0 | 111 | 8 |
| Jun 2025 | $3.2B | $3.2B | $0 | 111 | 8 |
| Mar 2025 | $3.2B | $3.2B | $0 | 111 | 8 |
| Jan 2025 | $2.5B | $2.5B | $0 | 118 | 6 |
| Oct 2024 | $2.5B | $2.5B | $0 | 118 | 6 |
| Aug 2024 | $2.5B | $2.5B | $0 | 118 | 6 |
| May 2024 | $2.5B | $2.5B | $0 | 118 | 6 |
| Mar 2024 | $2.5B | $2.5B | $0 | 118 | 6 |
| Sep 2023 | $2B | $2B | $0 | 121 | 18 |
| Sep 2023 | $2B | $2B | $0 | 121 | 18 |
| Aug 2023 | $2B | $2B | $0 | 121 | 18 |
| Mar 2023 | $2B | $2B | $0 | 121 | 18 |
| Mar 2023 | $1.9B | $1.9B | $0 | 110 | 21 |
| Sep 2022 | $1.9B | $1.9B | $0 | 110 | 21 |
| Aug 2022 | $1.9B | $1.9B | $0 | 110 | 21 |
| Aug 2022 | $1.9B | $1.9B | $0 | 110 | 21 |
| Jul 2022 | $1.9B | $1.9B | $0 | 110 | 21 |
| Jun 2022 | $1.9B | $1.9B | $0 | 110 | 21 |
| May 2022 | $1.9B | $1.9B | $0 | 110 | 21 |
| Mar 2022 | $1.9B | $1.9B | $0 | 110 | 21 |
| Dec 2021 | $1.4B | $1.4B | $0 | 113 | 20 |
| Aug 2021 | $1.4B | $1.4B | $0 | 113 | 20 |
| Mar 2021 | $1.4B | $1.4B | $0 | 113 | 20 |
| Jan 2021 | $1.1B | $1.1B | $0 | 114 | 20 |
| Nov 2020 | $1.1B | $1.1B | $0 | 114 | 20 |
| Jun 2020 | $1.1B | $1.1B | $0 | 114 | 20 |
| Jun 2020 | $1.1B | $1.1B | $0 | 114 | 20 |
| Jun 2020 | $1.1B | $1.1B | $0 | 114 | 20 |
| Mar 2020 | $1.1B | $1.1B | $0 | 114 | 20 |
| Feb 2020 | $1.1B | $1.1B | $0 | 220 | 20 |
| Aug 2019 | $869M | $869M | $0 | 160 | 20 |
| Mar 2019 | $869M | $869M | $0 | 160 | 20 |
| Jan 2019 | $700M | $700M | $0 | 165 | 10 |
| Dec 2018 | $700M | $700M | $0 | 165 | 10 |
| Nov 2018 | $700M | $700M | $0 | 165 | 10 |
| Oct 2018 | $700M | $700M | $0 | 165 | 10 |
| Oct 2018 | $700M | $700M | $0 | 165 | 10 |
| Sep 2018 | $700M | $700M | $0 | 165 | 10 |
| Aug 2018 | $700M | $700M | $0 | 165 | 10 |
| Apr 2018 | $700M | $700M | $0 | 160 | 10 |
| Apr 2018 | $700M | $700M | $0 | 160 | 10 |
| Apr 2018 | $700M | $700M | $0 | 160 | 10 |
| Mar 2018 | $700M | $700M | $0 | 160 | 10 |
| Sep 2017 | $600M | $600M | $0 | 90 | 1,600 |
| Jun 2017 | $600M | $600M | $0 | 90 | 1,600 |
| May 2017 | $600M | $600M | $0 | 90 | 1,600 |
| Mar 2017 | $600M | $600M | $0 | 90 | 1,600 |
| Feb 2017 | $400M | $400M | $0 | 90 | 1,600 |
| Jan 2017 | $400M | $400M | $0 | 90 | 1,600 |
| Jan 2017 | $400M | $400M | $0 | 90 | 1,600 |
| Nov 2016 | $400M | $400M | $0 | 90 | 1,600 |
| Sep 2016 | $400M | $400M | $0 | 90 | 1,600 |
| Jul 2016 | $400M | $400M | $0 | 90 | 1,600 |
| Jun 2016 | $400M | $400M | $0 | 90 | 1,600 |
| Mar 2016 | $400M | $400M | $0 | 90 | 1,600 |
| Mar 2016 | $400M | $400M | $0 | 90 | 1,600 |
| Dec 2015 | $210M | $210M | $0 | 90 | 500 |
| Oct 2015 | $210M | $210M | $0 | 90 | 500 |
| Aug 2015 | $210M | $210M | $0 | 90 | 500 |
| Aug 2015 | $210M | $210M | $0 | 90 | 500 |
| Aug 2015 | $210M | $210M | $0 | 80 | 500 |
| May 2015 | $210M | $210M | $0 | 80 | 500 |
| Apr 2015 | $210M | $210M | $0 | 80 | 500 |
| Mar 2015 | $210M | $210M | $0 | 80 | 500 |
| Jan 2015 | $125M | $125M | $0 | 65 | 200 |
| Dec 2014 | $125M | $125M | $0 | 65 | 200 |
| Nov 2014 | $125M | $125M | $0 | 3 | 200 |
| Oct 2014 | $125M | $125M | $0 | 3 | 200 |
| Sep 2014 | $43.5M | $20M | $23.5M | 3 | 200 |
| Jun 2014 | $43.5M | $20M | $23.5M | 3 | 200 |
| May 2014 | $43.5M | $20M | $23.5M | 3 | 200 |
| Apr 2014 | $43.5M | $20M | $23.5M | 4 | 200 |
| Mar 2014 | $43.5M | $20M | $23.5M | 4 | 200 |
| Mar 2014 | $4.1M | $4.1M | $0 | 5 | 26 |
| Feb 2014 | $4.1M | $4.1M | $0 | 5 | 26 |
| Nov 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Aug 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Jul 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Jun 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Jun 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Jun 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| May 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| May 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Apr 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Apr 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Mar 2013 | $4.1M | $4.1M | $0 | 5 | 26 |
| Mar 2013 | $3.7M | $3.7M | $0 | 5 | 26 |
| Feb 2013 | $3.7M | $3.7M | $0 | 5 | 26 |
| Feb 2013 | $3.7M | $3.7M | $0 | 5 | 26 |
| Feb 2013 | $3.7M | $3.7M | $0 | 5 | 26 |
| Feb 2013 | $3.7M | $3.7M | $0 | 5 | 26 |
| Jan 2013 | $3.7M | $3.7M | $0 | 5 | 26 |
| Jan 2013 | $3.7M | $3.7M | $0 | 5 | 26 |
| Nov 2012 | $0 | $0 | $0 | 5 | 0 |
| Jul 2012 | $0 | $0 | $0 | 1 | 0 |
| Jul 2012 | $0 | $0 | $0 | 1 | 0 |
| Jun 2012 | $0 | $0 | $0 | 1 | 0 |
| May 2012 | $0 | $0 | $0 | 1 | 0 |
| Apr 2012 | $0 | $0 | $0 | 1 | 0 |
| Apr 2012 | $0 | $0 | $0 | 1 | 0 |
| Mar 2012 | $0 | $0 | $0 | 1 | 0 |
| Feb 2012 | $0 | $0 | $0 | 1 | 0 |
| Jan 2012 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees111
Clients8
DateSep 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees111
Clients8
DateJul 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees111
Clients8
DateJun 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees111
Clients8
DateMar 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees111
Clients8
DateJan 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees118
Clients6
DateOct 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees118
Clients6
DateAug 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees118
Clients6
DateMay 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees118
Clients6
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees118
Clients6
DateSep 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees121
Clients18
DateSep 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees121
Clients18
DateAug 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees121
Clients18
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees121
Clients18
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees110
Clients21
DateSep 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees110
Clients21
DateAug 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees110
Clients21
DateAug 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees110
Clients21
DateJul 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees110
Clients21
DateJun 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees110
Clients21
DateMay 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees110
Clients21
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees110
Clients21
DateDec 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees113
Clients20
DateAug 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees113
Clients20
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees113
Clients20
DateJan 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees114
Clients20
DateNov 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees114
Clients20
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees114
Clients20
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees114
Clients20
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees114
Clients20
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees114
Clients20
DateFeb 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees220
Clients20
DateAug 2019
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees160
Clients20
DateMar 2019
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees160
Clients20
DateJan 2019
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees165
Clients10
DateDec 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees165
Clients10
DateNov 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees165
Clients10
DateOct 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees165
Clients10
DateOct 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees165
Clients10
DateSep 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees165
Clients10
DateAug 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees165
Clients10
DateApr 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees160
Clients10
DateApr 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees160
Clients10
DateApr 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees160
Clients10
DateMar 2018
Total AUM$700M
Discretionary$700M
Non-Disc.$0
Employees160
Clients10
DateSep 2017
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees90
Clients1,600
DateJun 2017
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees90
Clients1,600
DateMay 2017
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees90
Clients1,600
DateMar 2017
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees90
Clients1,600
DateFeb 2017
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateJan 2017
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateJan 2017
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateNov 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateSep 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateJul 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateJun 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateMar 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateMar 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees90
Clients1,600
DateDec 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees90
Clients500
DateOct 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees90
Clients500
DateAug 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees90
Clients500
DateAug 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees90
Clients500
DateAug 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees80
Clients500
DateMay 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees80
Clients500
DateApr 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees80
Clients500
DateMar 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees80
Clients500
DateJan 2015
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees65
Clients200
DateDec 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees65
Clients200
DateNov 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients200
DateOct 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients200
DateSep 2014
Total AUM$43.5M
Discretionary$20M
Non-Disc.$23.5M
Employees3
Clients200
DateJun 2014
Total AUM$43.5M
Discretionary$20M
Non-Disc.$23.5M
Employees3
Clients200
DateMay 2014
Total AUM$43.5M
Discretionary$20M
Non-Disc.$23.5M
Employees3
Clients200
DateApr 2014
Total AUM$43.5M
Discretionary$20M
Non-Disc.$23.5M
Employees4
Clients200
DateMar 2014
Total AUM$43.5M
Discretionary$20M
Non-Disc.$23.5M
Employees4
Clients200
DateMar 2014
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateFeb 2014
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateNov 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateAug 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateJul 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateJun 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateJun 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateJun 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateMay 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateMay 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees5
Clients26
DateJan 2013
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees5
Clients26
DateJan 2013
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees5
Clients26
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--