Jacksonville, AR Office
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Corecap Advisors
Multi-team
Firm-wide stats for Corecap Advisors
About
CoreCap Advisors serves individuals (including high‑net‑worth and accredited investors), self‑directed retirement plans, and institutional clients such as pension and profit‑sharing plans, trusts, estates, and corporations. The firm provides discretionary investment and portfolio management, financial planning (flat fee or hourly), a sponsored wrap‑fee program, and access to third‑party sub‑advisors and fee‑sharing sub‑advisor arrangements across custodial platforms at RBC, Charles Schwab, Axos and Fidelity.
CCA’s approach is relationship‑oriented and typically long‑term, with investment decisions focused on mutual funds, ETFs, individual equities and bonds and, where appropriate, limited use of options or short sales after client discussion. The firm selects and monitors sub‑advisors and third‑party asset managers (including access to a TPAM through its parent company), conducts annual oversight of those managers, and offers tax‑efficient asset‑location and opportunistic rebalancing services for held‑away employer plan accounts.
The brochure discloses multiple ownership and affiliate relationships that distinguish CoreCap from many peers: its parent and related entities include a FINRA‑registered broker‑dealer (CoreCap Investments), an insurance marketing organization that shares common ownership, and a recent acquisition by Simplicity Financial Marketing Holdings that provides access to additional third‑party asset management (and fee‑split arrangements). The firm also notes that many investment adviser representatives are licensed insurance agents and that these affiliations and fee‑sharing arrangements create potential conflicts of interest that CCA says it seeks to manage through internal policies.
Based on Corecap Advisors
Expertise
Based on Corecap Advisors
Location
1200 West Main
Jacksonville AR 72076
Advisors at this office
3
Advisors at this office
Lisa B
Series 65
Jacksonville, AR
Corecap Advisors
Lisa Bamburg is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has been co-owner and independent insurance agent at Insurance Advantage LLC since 2011. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and third-party asset managers.
Whitney H
Series 65
Jacksonville, AR
Corecap Advisors
Whitney House is a financial advisor at CoreCap Advisors with a Series 65 license and two years of industry experience. Prior to joining CoreCap Advisors, Whitney worked at Insurance Advantage, Sherwin Williams, and the Smithsonian Art Center. Whitney also maintains a role as an insurance agent through Insurance Advantage. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm takes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and employs options or short sales only after client discussion.
Blake H
Series 63, Series 65
Jacksonville, AR
Corecap Advisors
Blake Howard is a financial advisor with CoreCap Advisors in Jacksonville, Arkansas, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining CoreCap Advisors, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Howard is also involved in insurance and annuity sales through Insurance Advantage & LMA Financial Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and bonds, and offers discretionary portfolio management, financial planning, and access to third-party sub-advisors across multiple custodial platforms.
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