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Connor Davis

Investment Adviser Representative at Corecap Advisors

High Pointe, NCCRD #7858633Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Connor Davis is an investment adviser representative with Corecap Advisors in High Pointe, NC, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia and North Carolina.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia, North Carolina
Broker:
2 states and territories

Georgia, North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/21/2025
Series 65
Uniform Investment Adviser Law Examination
Passed 12/20/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/11/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Corecap AdvisorsCurrent
5/15/2025 – High Pointe, NC
Corecap Advisors
1/22/2024 – 1/25/2024High Point, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Alsco
    Oct 2016 – Sep 2018Greensboro, NC
  2. Charlie Poppers Kettle Corn
    Sep 2018 – Jun 2019Colfax, NC
  3. Porters Automotive and Tire
    Jun 2019 – Oct 2021High Point, NC
  4. Associate Marketing Director
    Nov 2019 – no end date reportedGreensboro, NC
  5. Gillikin & Associates
    Oct 2021 – no end date reportedHigh Point, NC
  6. CoreCap Investments, LLC
    May 2025 – no end date reportedSouthfield, MI
  7. CoreCap Advisors, LLC
    May 2025 – no end date reportedSouthfield, MI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Corecap Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
115
Offices listed on AdvisorFinder:
69
Main office:
Southfield, MI
SEC file number:
801-72687

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Corecap Advisors

Showing 12 of 115 in the directory

View Corecap Advisors firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Connor Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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