Corps Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Corps Capital Advisors serves primarily high‑net‑worth individuals, trusts, estates, charitable organizations, businesses and pooled investment vehicles, managing approximately $270 million for a small client base (around 19 clients). The firm provides discretionary investment management, standalone financial consulting, and acts as an adviser to private pooled funds.
The firm builds customized portfolios using exchange‑traded funds, individual equities, fixed‑income securities and private investments, applying both fundamental and technical analysis and a generally long‑term orientation. Corps Capital may use options and other derivatives and can employ borrowing in separately managed accounts, and it will transact in positions held for less than a year when necessary to meet client objectives or market conditions.
Unusually for a firm of its size, Corps Capital functions as a fund sponsor and private fund adviser and is affiliated with entities that serve as general partners for its funds, including a BDC, arrangements that involve performance‑based compensation at the fund level. The firm discloses these potential conflicts and states mitigation measures such as not charging a separate advisory fee for assets invested in its funds; its client focus on accredited, high‑net‑worth investors and a relatively high relationship minimum (typically $10 million) further distinguishes its model from many peers.
Client services
Expertise
Fee options
Flat fee basis offered as alternative for investment management services, fees negotiable
$0 - $5,000,000: 1.50% $5,000,000 - $10,000,000: 1.25% $10,000,000 - $25,000,000: 1.00% $25,000,000+: Negotiable
$500 to $1,000 per hour depending on service level and professional
Account minimum: $10,000,000
Main office
See office1900 W Kirkwood Blvd., Suite 1400 B
Southlake TX 76092
Advisors at this office
2
Offices (2)
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas M
Series 63, Series 65
Dallas, TX
Corps Capital Advisors, LLC
Thomas Morgan is a financial advisor with Corps Capital Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside finance, he is involved in defense and national security as a partner at Integrity Partners and serves on the board of Ben AI, a publicly traded business-to-business AI technology company. Corps Capital Advisors serves primarily high-net-worth and accredited investors with discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm focuses on customized portfolio construction with a long-term orientation, sponsors proprietary pooled funds, and manages approximately $147.8 million for about 20 clients.
Constantinos M
Series 66
Southlake, TX
Corps Capital Advisors, LLC
Constantinos Maniatis is a financial advisor at Corps Capital Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2019. Maniatis has been with Corps Capital Advisors since 2019. Corps Capital Advisors serves a concentrated, mostly high-net-worth and accredited investor clientele, offering discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm combines fundamental and technical analysis with a long-term investment orientation and manages customized portfolios that may include ETFs, equities, fixed income, mutual funds, private investments, options, and derivatives.
Joshua M
Series 65
Southlake, TX
Corps Capital Advisors, LLC
Joshua Moore is a financial advisor with Corps Capital Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Corps Capital Advisors, he has been the CEO of THS Home Solar since 2018, an electrical contracting business. Corps Capital Advisors serves primarily high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, managing approximately $270 million for a small client base. The firm builds customized portfolios using a range of securities and private investments, applying both fundamental and technical analysis with a generally long-term orientation.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")