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Justin Brian Stivers

Corecap Advisors

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About Justin Brian Stivers

Justin Stivers is a financial advisor with Corecap Advisors. Justin Stivers has been in the industry since 2022. Justin Stivers is a Certified Financial Planner and holds Series 63, 65, 6TO, and SIE licenses. Justin Stivers offers financial planning, educational seminars, and selection of other advisers. Justin Stivers also manages portfolios for individuals and businesses. Justin Stivers is registered with the state of Tennessee and is also registered as an investment advisor with the state of Florida. Justin Stivers is also the founder and CEO of Trust Counsel, PL.

Firm Information

Justin Stivers is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Stivers’s Registration & Firm History

MI

06/24/2024 - Present

Corecap Advisors (SOUTHFIELD MI)

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Licenses & Designations

BC

Issued 06/22/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/04/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/30/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Brian Stivers.
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