Investment adviser · CRD 304643
CORPS CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
SOUTHLAKE, TX, United States · Form ADV filed Mar 17, 2026
- Regulatory AUM
- $270M Form ADV · Item 5.F
- Client accounts
- 184 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 19 | $270,311,000 | 100.0% |
Filing source
Form ADV 2056219 · Mar 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CORPS CAPITAL DIVERSIFIED INCOME FUND LLCPrivate Equity Fund · Last reported Mar 17, 2026$19.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WIPFLI LLP
PCAOB 344
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4007820579
- Reported beneficial owners
- 16
- Minimum commitment
- $100K
- Form D file number
- 021-2043217
Form ADV 2056219 · Mar 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1900 W KIRKWOOD BLVD., SUITE 1400BSOUTHLAKE, TX, 76092, United States
CRD 304643
Filing source
Form ADV 2056219 · Mar 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.