A complete list of active advisors currently associated with CoreTegic Capital, LLC
Warmer can help you find a great advisor at CoreTegic Capital, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at CoreTegic Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arlington, VA
| 12
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
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")