Unclaimed Profile

David Wayne Muncie

CORECAP ADVISORS, LLC·SOUTHFIELD, Michigan

SIE, Series 4, Series 6, Series 7, Series 24, Series 27, Series 63, Series 65, Series 66, Series 99TO12 years registeredCORECAP ADVISORS, LLC

27777 FRANKLIN ROAD, SOUTHFIELD, MI 48034CRD# 1802808Firm CRD# 158819

Profile Verification

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

Identity

David Wayne Muncie · SOUTHFIELD, MI

Registration

CRD #1802808 · CORECAP ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

CORECAP ADVISORS

Mar 2016 – present

CSSC INVESTMENT ADVISORY SERVICES, INC.

Sep 2013 – Jul 2014

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 27

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · September 18, 2013

Years registered · 12

Disclosure History

2001Regulatory·Final

1999Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 David Wayne Muncie offer?

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

What are David Wayne Muncie's credentials?

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

Where is David Wayne Muncie located?

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

How does David Wayne Muncie charge for services?

David Wayne Muncie'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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