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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 $171,697,500 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304643
SEC# 801-116949
Assets Managed by Firm $171,697,500
No. of Clients 33
No. of Advisors 4

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total33$171,697,500
Individuals (other than high net worth individuals)11$2,702,709
High net worth individuals17$168,994,791
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