CoreTegic Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,125,290
Clients
23
65% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$701,100
About
CoreTegic Capital, LLC provides discretionary investment management and a range of financial planning services to individuals (including high-net-worth clients) and corporations. Services include tailored portfolio management, project-based and ongoing comprehensive financial planning, and advice on retirement, tax, insurance, and estate planning.
The firm generally implements portfolios using a passive, Modern Portfolio Theory framework—building diversified allocations with low-cost index mutual funds and ETFs—and creates client-specific investment policy statements to guide account supervision. For planning and investment analysis the firm also employs fundamental, technical, cyclical, and charting methods to inform recommendations and periodic reviews.
Uncommonly for a small independent adviser, the firm offers educational seminars and public speaking engagements (occasionally pro bono) in addition to one-off and subscription-style planning arrangements. The brochure also discloses that the firm’s principal maintains a substantial outside role in the National Guard and that the adviser does not receive third‑party compensation or maintain related-party referral arrangements.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Upfront charge of $500 for Comprehensive Financial Planning onboarding
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $5,000,000: 0.80% $5,000,001+: 0.75%
$400/hour for project-based financial planning, billed in 15-minute increments, negotiable
Comprehensive Financial Planning ongoing monthly fees of $375-$550 based on complexity, negotiable
Minimum fee: Minimum annual fee of $5,000 for individuals and $6,500 for families for Comprehensive Financial Planning Fee-only: Comprehensive Financial Planning monthly fees $375-$550, hourly financial planning $400/hour, both negotiable
Main office location
CoreTegic Capital, LLC
2408 26 Th Road South
Arlington VA 22206, United States
Number of offices
2
Most active in
CoreTegic Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")