CoreTegic Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CoreTegic Capital, LLC is a small independent adviser managing about $16.1 million for roughly 23 clients. The firm provides discretionary portfolio management for individuals and businesses, ongoing comprehensive financial planning via a subscription model, and project-based (hourly) financial planning engagements.
The firm’s investment approach emphasizes passive management and Modern Portfolio Theory, building diversified portfolios with index mutual funds and exchange-traded funds and aligning accounts to client-specific investment policy statements. Financial planning clients receive ongoing monitoring with annual full reviews and follow-up communications, while project work focuses on targeted topics such as retirement, college savings, and risk management.
A notable and uncommon feature is the firm’s regular offering of educational seminars and speaking engagements for groups on personal finance topics, provided on an “as announced” basis and sometimes offered pro bono; these presentations are explicitly educational and do not provide individualized investment advice. The practice is a solo-advisor firm whose principal maintains military service in the Army National Guard and combines subscription-style comprehensive planning with occasional public-speaking activities, a mix that is atypical for firms of its size.
Client services
Expertise
Fee options
Comprehensive Financial Planning initial fee of $500 upfront.
$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 per hour for Project-Based Financial Planning.
Comprehensive Financial Planning ongoing monthly fee $375-$550/month, paid monthly in advance.
Fee-only: Comprehensive Financial Planning: $500 upfront plus $375-$550 per month (minimum annual fee $5,000 for individuals, $6,500 for families). Hourly Project-Based Financial Planning: $400 per hour.
Main office
2720 S Arlington Mill Dr Unit 105
Arlington VA 22206
Advisors at this office
1
Most active in
Iowa · Virginia
Also doing business as
Coretegic Capital · Coretegic Capital Wealth Management · Coretegic Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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