Steven Wilbourn
Investment adviser representative at Corecap Advisors
10 yearsExperience
22 statesRegistered in
$4BFirm assets
15 yearsFirm in business
Are you Steven Wilbourn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Corecap Advisors, LLCAug 2022 to now
- True North AdvisorsAug 2022 to now
- Financial Strategies Group, Inc.Jun 2019 to Aug 2022
- Royal Alliance Associates, Inc.Nov 2018 to Jun 2019
- SiiAug 2016 to Nov 2018
- Michigan Financial CompaniesJul 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 22 states (AL, AR, AZ, CA, CO, FL, HI, IL, IN, KY, MI, MO, NC, NJ, NV, NY, OH, PA, SC, TX, WA, WI).
Corecap Advisors
Legal name: Corecap Advisors, LLC
$4BAssets managed
9,677Clients
117Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6697829
- Firm CRD
- 158819