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CORPS CAPITAL ADVISORS, LLC

1900 W Kirkwood Blvd.
Suite 1400b
Southlake, Texas 76092
Tel: (214) 452-2300

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About CORPS CAPITAL ADVISORS, LLC

CORPS CAPITAL ADVISORS, LLC, formally registered with the SEC as CORPS CAPITAL ADVISORS, LLC. The firm was established in 07/10/2019. They have over 1 offices throughout the country.

CORPS CAPITAL ADVISORS, LLC is a Southlake, Texas based Financial Planning firm with nearly $174,910,744 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304643
SEC#801-116949
Assets Managed by Firm$174,910,744
No. of Clients27
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total27$174,910,744
High net worth individuals19$174,910,744

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