Connor Davis
Financial advisor at Corecap Advisors, LLC · Southfield, MI
Last updated 2026-10-10
Claim your profileConnor Davis is a financial advisor at Corecap Advisors, LLC in Southfield, MI, CRD 7858633. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2024-01-22.
Registration
- CRD number
- 7858633
- Registration status
- Active
- IAPD registration
- 2024-01-22
- Industry Experience
- 2 years
- Work Experience
- 10 years
- States registered
- GA, NC
Licenses and exams
- Series 63
- Series 65
Work history
- 2016-10 to 2018-09 · Alsco · Greensboro, NC
- 2018-09 to 2019-06 · Charlie Poppers Kettle Corn · Colfax, NC
- 2019-06 to 2021-10 · Porters Automotive and Tire · High Point, NC
- 2019-11 to Present · Associate Marketing Director · Greensboro, NC
- 2021-10 to Present · Gillikin & Associates · High Point, NC
- 2025-05 to Present · Corecap Investments, LLC · Southfield, MI
- 2025-05 to Present · Corecap Advisors, LLC · Southfield, MI
Current employment
- Corecap Advisors · Southfield, MI
Corecap Advisors, LLC
- Regulatory AUM
- $3,986,624,254
- Registered advisors
- 118
- Offices
- 89
- Clients per advisor
- 82.0 (Moderate)
- Average AUM per client
- $412K (Low)
- High-net-worth client ratio
- 9.7% (Low)
Corecap Advisors, LLC: advisors, services and reported ETF investments
About
Connor Davis is a financial advisor at Corecap Advisors, operating as Corecap Advisors, LLC in Southfield, MI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Corecap Investments, LLC, Corecap Advisors, LLC, Gillikin & Associates, Associate Marketing Director, among others.
SEC disclosures list additional business and community activities: Gillikin And Associates Financial: administrative support and account servicing; Capital Choice Financial Services; Life Insurance Producer; Approx: 20 hours per month; approx; 8 hours per month during trading hours; similar clientele.
Corecap Advisors, LLC's firm-level Form ADV reports 118 advisors across 89 offices; approximately 82.0 clients per advisor, average assets per client of $411,969, and regulatory AUM of $4B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $2.4B across 1,045 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Connor Davis personally.
Reported ETF positions
Corecap Advisors reports 1,045 ETF positions worth $2.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $178.1M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $177.2M |
| XLK — State Street Technology Select Sector SPDR ETF | $117M |
| BND — Vanguard Total Bond Market ETF | $102.5M |
| RSP — Invesco S&P 500 Equal Weight ETF | $99M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Corecap Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.8M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $2.3M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $1.8M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Corecap Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
Location
27777 Franklin Road, Southfield, MI 48034
113 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 888-296-3360
- Website: capitalchoiceaz.com
Official record
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