Corecap Advisors

CoreCap Advisors, LLC is a financial advisor firm established in 2011 and owned by Core Capital Holdings, LLC. The firm specializes in providing discretionary investment and portfolio management services to individuals, high net worth individuals, accredited investors, self-directed retirement plans, pension and profit-sharing plans, trusts, estates, and corporations. CoreCap Advisors emphasizes individualized attention to clients' assets and investment needs. The firm offers asset fee-based services through various advisory platforms such as RBC Correspondent Services, Charles Schwab, Axos Advisor Services, and Fidelity Investments. Clients typically sign an Investment Advisory Agreement granting CoreCap Advisors discretionary investment authority over their accounts. The firm may utilize third-party investment advisors (Sub-Advisors) to manage some or all of a client's assets on a discretionary basis. CoreCap Advisors conducts annual reviews of Sub-Advisors to ensure alignment with client goals and objectives. The firm charges an advisory fee based on a percentage of assets under management, typically ranging from 0.5% to 3.00%. Additionally, CoreCap Advisors offers financial planning services payable as a flat fee or hourly rate, covering various areas such as personal, tax, investments, insurance, retirement, death & disability, and estate planning. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients have the option to participate in a wrap fee program, which includes advisory services and brokerage services provided by custodians such as Schwab, Axos, and Fidelity. The wrap fee covers advisory services and certain brokerage services, but not all fees and costs. Clients are encouraged to review account statements received from their custodian and compare them with reports provided by CoreCap Advisors. The firm does not have custody of client funds or securities and does not impose a minimum account size for participation in a wrap account. Clients have the option to provide CoreCap Advisors with investment discretion, allowing the firm to make purchase and sale decisions for their accounts. The firm has a Code of Ethics in place to govern personal securities trading activities and does not participate in client transactions. CoreCap Advisors selects brokers based on their ability to provide best execution and does not engage in soft dollar arrangements. The firm does not have any disciplinary information to disclose and has no financial conditions impairing its ability to meet contractual commitments to clients.