RIA Intel›Advisers›Pennsylvania›CORESTATES CAPITAL ADVISORS, LLC

CORESTATES CAPITAL ADVISORS, LLC

Advisory

N·YARDLEY, PA

Data as of Oct 3, 2013 · Source: SEC Form ADV

Total AUM

$505M

1-Year AUM Growth

+76.9%

3-Year CAGR

+29.4%

Employees

7

Assets Under Management

Total AUM$505M

Discretionary AUM$169M

Non-Discretionary AUM$336M

Discretionary %33.5%

Total Clients—

Team

Total Employees7

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingOct 18, 2005

Latest FilingOct 3, 2013

🔒 Full AUM trend chart and 25 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORESTATES CAPITAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.