Corecap Investments, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
117
Avg account
$0

Firm details

Headquarters
Southfield, Michigan
CRD number
37068
Registered since
March 8, 1996

Firm profile

FINTRX

Overview

Corecap Investments, LLC is organized as a limited liability company and is recorded as SEC-registered since 1996. Ownership is listed as a mix of a domestic entity and individual ownership. The firm's classification on the available snapshot is "unclassified." The available profile flags several operational characteristics: the firm is not identified as a capital allocator, it is not an active ESG investor, it is not designated a multi-state adviser, and it is not a newly formed adviser. It is also not listed as a pension consultant or as having a related adviser. The snapshot does not enumerate specific business lines, fee arrangements, client segments, or advisory activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 9
  • Daniel Mccarty

    Daniel Mccarty

    New Business CoordinatorCRD 4509328

  • Daniel Milan

    Daniel Milan

    Managing Partner, Founder and CIOCRD 5795696

  • Raymond Pett

    President, CEOCRD 2357041

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Contacts

3 of 108
  • William Haight

    William Haight

    Registered RepresentativeCRD 2332723

  • Anish Rajgolikar

    Anish Rajgolikar

    Investment Advisor RepresentativeCRD 7798528

  • Lora Meyer

    Registered RepresentativeCRD 4468595

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Southfield, MI

Oakland

Location

Southfield, MI

Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
27777 Franklin Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth