CoreCap Advisors, LLC
Overview
CoreCap Advisors, LLC is an independent investment advisory firm based in Southfield, Michigan. The firm offers comprehensive financial planning and investment advisory services to a diverse clientele, including high-net-worth individuals, small businesses, and institutional clients. As of December 31, 2025, CoreCap Advisors managed a portfolio valued at approximately $2.86 billion, comprising 2,951 distinct securities. The firm's investment strategy is client-centered and goal-based, focusing on delivering long-term value through disciplined asset allocation, fundamental research, and active portfolio management. CoreCap Advisors emphasizes personalized service and fiduciary care, tailoring portfolios to meet individual financial needs and risk tolerances. Their approach combines thorough financial planning with diversified investment solutions, aiming to create meaningful impacts on clients' financial well-being. With a team of experienced professionals, CoreCap Advisors is committed to providing holistic financial solutions that simplify and assure ethical presence as a financial guide, uplifting financial awareness among clients. The firm's dedication to client success is evident in its comprehensive services and personalized investment strategies, ensuring that clients' financial goals are met with diligence and expertise.
Investment Focus
- Accredited investor status required for certain investment opportunities
Portfolio Companies
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Unlock full contacts →Frequently asked questions about CoreCap Advisors, LLC
What sectors does CoreCap Advisors, LLC invest in?
CoreCap Advisors, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Michigan, United States. CoreCap Advisors, LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does CoreCap Advisors, LLC invest at?
CoreCap Advisors, LLC backs companies at Growth, Late Stage, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does CoreCap Advisors, LLC invest in?
CoreCap Advisors, LLC invests across United States.
What companies has CoreCap Advisors, LLC invested in?
CoreCap Advisors, LLC's portfolio includes Apple, Microsoft, Amazon, Johnson & Johnson, ExxonMobil, Procter & Gamble, Visa and Pfizer.
Last updated · Source: ConnectSafely investor database
