Corps Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. The firm advises 2 private funds.
Corps Capital Advisors reports 19 high-net-worth individuals. Of its assets, 100.0% ($270M across 184 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 19 | $270M | 100.0% | $14.2M |
| Total | 19 | $270M | 100% | $14.2M |
- Clients
- 19
- Regulatory AUM
- $270M
- AUM share
- 100.0%
- Avg. per client
- $14.2M
Total
- Clients
- 19
- Regulatory AUM
- $270M
- AUM share
- 100%
- Avg. per client
- $14.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
Corps Capital Advisors charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $10,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting Services
- Standalone financial consulting is billed at $500 to $1,000 an hour, depending on scope and the professionals involved, payable on completion.
Mingo Private Investments LLC owns 75% or more of Corps Capital Advisors and is in turn owned by Thomas Morgan (75% or more). The leadership team of Corps Capital Advisors includes Chief Compliance Officer Thomas Morgan. It has 9 employees, 3 of them in advisory roles.
Staff
- 9 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Corps Capital Advisors, LLC
Mingo Private Investments LLC
Control person · since July 2019
- Owns 75% or more of Mingo Private Investments LLC
Thomas Morgan
Control person · since July 2019
- Owns 75% or more of Corps Capital Advisors, LLC
Corps Capital Partners
Control person · since July 2019
Corps Capital Advisors’ regulatory assets grew 2.0× from $133M (March 2021) to $270M (March 2026); clients fell from 20 to 19 and employees rose from 4 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $270M | 19 | 9 | 1 |
| Mar 2025March 2025 | $148M | 20 | 4 | 1 |
| Mar 2024March 2024 | $175M | 19 | 5 | 1 |
| Mar 2023March 2023 | $172M | 28 | 4 | 1 |
| Mar 2022March 2022 | $142M | 30 | 4 | 1 |
| Mar 2021March 2021 | $133M | 20 | 4 | 1 |
Besides its headquarters, Corps Capital Advisors has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1900 W Kirkwood BLVD., Suite 1400b, SouthlakeHQ
Contact and registration details
- Legal name
- Corps Capital Advisors, LLC
- Headquarters
- 1900 W Kirkwood BLVD., Suite 1400b, Southlake, TX 76092
- Website
- corpscapadvisors.com
- Phone
- 214-452-2300
- SEC file
- 801-116949
- Structure
- Texas LLC
- Fiscal year end
- December
Corps Capital Advisors’ named custodian for separately managed accounts is Fidelity ($270M). Corps Capital Advisors has custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $270M100%
At year end, Corps Capital Advisors’ separately managed accounts were largely in stocks (45%) and bonds (44%). Its reported 13F holdings for the quarter ended 30 June 2026 total $124M across 99 positions; the largest are Apple Inc. (8.2%), Nvidia Corporation (7.1%) and Crowdstrike Hldgs Inc. (5.1%).
What the accounts hold
- Stocks45%
- Bonds44%
- State and local bonds24%
- Investment grade corporate bonds18%
- U.S. government and agency bonds2%
- Cash11%
How many clients does Corps Capital Advisors have?
Corps Capital Advisors has 19 clients and manages $270 million for them, as of March 2026. They include 19 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Corps Capital Advisors offer?
Corps Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Corps Capital Advisors charge?
Corps Capital Advisors charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $10,000,000.
Source: CORPS CAPITAL DISCLOSURE BROCHURE, filed 17 March 2026
Which custodians does Corps Capital Advisors use?
Corps Capital Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $270M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Corps Capital Advisors have?
Corps Capital Advisors has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Corps Capital Advisors invest in?
At the end of its last fiscal year, Corps Capital Advisors’ separately managed accounts held 45% exchange-traded equities, 24% state and local bonds, 18% investment grade corporate bonds, 11% cash and equivalents and 2% U.S. government and agency bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Corps Capital Advisors have a minimum investment?
Yes, Corps Capital Advisors’ minimum account size for its Investment Management Services is $10M.
Source: CORPS CAPITAL DISCLOSURE BROCHURE, filed 17 March 2026
Who owns Corps Capital Advisors?
Corps Capital Advisors is owned through a holding company by Thomas Morgan. Its direct owners are Mingo Private Investments LLC (75% or more) and Corps Capital Partners (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Corps Capital Advisors get paid?
Corps Capital Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Corps Capital Advisors?
Corps Capital Advisors’ main office is at 1900 W Kirkwood BLVD., Suite 1400b, Southlake, TX 76092. Its phone number is 214-452-2300. Its website is corpscapadvisors.com.