David Lee Howard
Financial advisor at Corecap Advisors, LLC · Southfield, MI
Last updated 2026-10-10
Claim your profileDavid Lee Howard is a financial advisor at Corecap Advisors, LLC in Southfield, MI, CRD 2778581. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2010-10-13.
Registration
- CRD number
- 2778581
- Registration status
- Active
- IAPD registration
- 2010-10-13
- Industry Experience
- 15 years
- Work Experience
- 20 years
- States registered
- AZ, CA, CO, FL, IN, KY, MD, MI, MN, MS, NV, OH, SC, TX
Licenses and exams
- Series 63
- Series 65
Designations
- Personal Financial Specialist
Work history
- 2006-07 to 2017-07 · Center for Wealth Planning, Inc. · Livonia, MI
- 2009-09 to 2018-10 · Lpl Financial LLC · Mount Clemens, MI
- 2018-10 to Present · Corecap Advisors, LLC · Southfield, MI
- 2018-10 to Present · Corecap Investments, LLC · Southfield, MI
- 2014-01 to Present · Financial Fitness, Inc. · Mount Clemens, 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
David Lee Howard is a Personal Financial Specialist 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 15 years of industry experience and 20 years of reported work history. Reported roles include Corecap Advisors, LLC, Corecap Investments, LLC, Financial Fitness, Inc., Lpl Financial LLC.
SEC disclosures list additional business and community activities: M&o Marketing - Southfield: fixed-insurance sales and service.
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 David Lee Howard 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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