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Corps Capital Advisors, LLC
Multifamily office listing in Southlake, Texas, United States.
- SEC-registered
- Regulatory AUM
- $270 million
- Employees
- 9
- Clients
- 0
- SEC CRD
- 304643
A Texas-based multi-family office providing investment advisory and coordinated family-office services for clients across the United States.3
Overview
Corps Capital Advisors, LLC is a currently operating registered investment adviser based in Texas. Its SEC registration is approved under CRD 304643 and SEC file number 801-116949.12 The firm provides investment advisory and related services for clients across the United States.4
Leadership
The firm’s team page identifies Thomas Morgan Jr. and Constantinos Maniatis as members of its team. Corps Capital describes its role for clients as coordinating general manager, family-team coach, and investment-adviser quarterback.1011
Services
Corps Capital’s family-office services include investment advisory, tax and accounting, custody banking and lending, trust and estate planning, consolidated reporting and administration, and concierge services.6 Its family-office work also includes estate planning, succession planning, tax planning, charitable giving, and lifestyle support through a network of professional partners.5
The firm’s investment advisory work centers on risk-driven asset allocation and implementation based on clients’ risk and cash profiles.7 Its investment strategy includes comprehensive asset allocation, risk assessment and allocation, wealth preservation, sustainable income, long-term growth, and performance reporting.8
What the firm offers
- Investment management
- Tax planning
- Estate planning
- Philanthropy
- Administration and bill pay
Client Focus
Corps Capital serves clients nationally through a multi-family office model. Its coordinating role connects investment advice with broader family, administrative, planning, and lifestyle needs.35611
Approach
Corps Capital says its investment team follows a sustainable, repeatable, and disciplined investment process. The firm links portfolio implementation to client risk and cash profiles and emphasizes coordinated oversight across investment, reporting, planning, and family-office services.79
Assets and Minimums
The firm reports $270,311,000 in regulatory assets under management in its Form ADV filing.12
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2020 | $120 million | $91 million | $28 million |
| 2021 | $133 million | $103 million | $31 million |
| 2022 | $142 million | $114 million | $28 million |
| 2023 | $172 million | $131 million | $41 million |
| 2025 | $148 million | $105 million | $43 million |
| 2026 | $270 million | $270 million | $0 |
| Year | Average AUM per client |
|---|---|
| 2020 | $7 million |
| 2021 | $7 million |
| 2022 | $5 million |
| 2023 | $6 million |
| 2025 | $7 million |
| 2026 | $14 million |
| Year | Employees |
|---|---|
| 2019 | 4 |
| 2020 | 5 |
| 2021 | 4 |
| 2022 | 4 |
| 2023 | 4 |
| 2025 | 4 |
| 2026 | 9 |
Ranks #12 of 17 SEC-registered firms in TX on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 304643. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What type of firm is Corps Capital Advisors?
Corps Capital Advisors is a Texas-based registered investment adviser and multi-family office serving clients nationally.13
What services does Corps Capital provide?
Its services include investment advisory, asset allocation, risk assessment, wealth preservation, sustainable income, performance reporting, tax and accounting, custody banking and lending, trust and estate planning, consolidated reporting and administration, charitable giving, succession planning, and concierge services.568
What investment approach does the firm describe?
Corps Capital describes a risk-driven approach based on clients’ risk and cash profiles and follows a sustainable, repeatable, and disciplined investment process.79
Related resources
- LocationMultifamily offices in Texas
This Texas directory helps families compare multi-family office options in the state and consider location alongside service needs. It can give a business owner or family a starting point for evaluating firms that combine investment management with tax, estate, philanthropy, administration, and bill-pay support.
- Network siteEstatePlanner.com
EstatePlanner.com offers plain-language guides on wills, trusts, and related planning decisions. Families considering an advisory relationship can use these materials to prepare questions about estate structures, tax planning, beneficiary decisions, and coordination with investment and administrative services.
- Network siteFamilyOffices.com
FamilyOffices.com provides educational resources and a community focused on single-family offices and wealthy families. Its materials can help a family compare the roles of a multi-family office with an in-house office while thinking through investment oversight, family administration, philanthropy, and long-term governance.
- DataMFO fee types from Form ADV
This Form ADV guide explains common multi-family office fee types and where advisory charges may appear. Reviewing it can help a prospective client ask clear questions about costs for investment management, planning, administration, bill pay, and other services before comparing providers.
- Similar firmsAcropolis Capital Partners
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Legacy Knight MFO, LLCProfiles of Acropolis Capital Partners, Benzer Capital, and Legacy Knight MFO, LLC offer additional points of comparison among firms serving wealthy families. Looking across these listings can help a Texas family or business owner assess differences in stated services, client focus, and operating region.
Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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