Renaurd
Reynolds

Corecap Advisors

CRD#6018595
Investment Advisor
in Southfield, MI

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About this Advisor

Renaurd Reynolds is a financial advisor working out of Southfield, Michigan, with 2 years of relevant experience. Reynolds is on the advisory team at Corecap Advisors. Their career trajectory has included roles at R. Trent Reynolds, Cpa, Ccf Investments, Ameritas Investment Corp, Capital Choice Financial Services, Guideline Wealth Management LLC, Edkey, Inc, Corecap Investments, LLC, Corecap Advisors, LLC and Spartan Financial Group. Reynolds maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona and Washington. Corecap Advisors is a financial advisory company based out of Southfield, MI. The investment advisory business has offices in 40 locations and a total of 121 people on staff. It controls $2 billion in assets between its 7,757 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 7,757 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the financial services offered. However, fee types charged by Corecap Advisors most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27777 Franklin Road Suite 700
Southfield, MI 48034

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Corecap Advisors Brokerage Details

Total Assets Under Management

$1,957,268,517

MI Average: $943,424,332
Total Number of Employees

121

MI Average: 21
Total Number of Accounts

7,757

MI Average: 1,586
Average Account Size

$252,323

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Renaurd Reynolds Work History

Renaurd has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Corecap Investments, LLC

2019 - Present (5 years)

Corecap Advisors, LLC

2018 - Present (6 years)

Guideline Wealth Management LLC

2017 - Present (7 years)

Spartan Financial Group

2009 - Present (15 years)

Capital Choice Financial Services

1994 - Present (30 years)

R. Trent Reynolds, Cpa

2017 - 2019 (2 years)

Ameritas Investment Corp

2012 - 2017 (5 years)

Ccf Investments

2012 - 2015 (3 years)

Edkey, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Renaurd Reynolds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corecap Advisors

Daniel Laginess
Southfield, MI
Daniel Cronin
Southfield, MI
Daniel Simon
Southfield, MI
Paul Costa
Saginaw, MI
David Howard
Southfield, MI
Erin Hoestje
Lenexa, KS
Peter Frawley
Lake Orion, MI
Alison Slezak
Glen Mills, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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