Unclaimed Profile

Craig David Rumler

CORECAP ADVISORS, LLC·SOUTHFIELD, Michigan

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 65, Series 66, Series 99TOClean record16 years registeredCORECAP ADVISORS, LLC

27777 FRANKLIN ROAD, SOUTHFIELD, MI 48034CRD# 5618005Firm CRD# 158819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig David Rumler · SOUTHFIELD, MI

Registration

CRD #5618005 · CORECAP ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CORECAP ADVISORS

Sep 2020 – present

RG CAPITAL

Jul 2015 – Jan 2018

BLOOMFIELD HILLS, MI

INVEST FINANCIAL CORPORATION

Jan 2010 – Apr 2015

BRIGHTON, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 65

Series 66

Series 99TO

Registration record

First registered · January 7, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORECAP ADVISORS, LLC

CRD 158819 · SEC 801-72687

AUM

$2.5B

Regulatory assets under management

Employees

118

8,713 client accounts

Services offered by CORECAP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CORECAP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Craig David Rumler offer?

Craig David Rumler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Craig David Rumler's credentials?

Craig David Rumler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig David Rumler located?

Craig David Rumler is based in SOUTHFIELD, Michigan, working with CORECAP ADVISORS, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Craig David Rumler charge for services?

Craig David Rumler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORECAP ADVISORS, LLC?

CORECAP ADVISORS, LLC has approximately 118 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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