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Corestates Capital Advisors, LLC (Yardley)


Corestates Capital Advisors, LLC is a large advisory firm based in Yardley. It manages $505.35 million of regulatory assets for 867 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Arizona, California, and 14 other states.




Corestates Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Corestates Capital Advisors: assets under management

The assets under management (AUM) of Corestates Capital Advisors, LLC is $505.35 million. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $169.19 million in discretionary accounts and $336.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $42.02 million.
Corestates Capital Advisors has custody of $13.4 million in cash and securities for 69 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corestates Capital Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Yardley

The principal office where Corestates Capital Advisors, LLC performs its advisory services is located at 1010 Stony Hill Road, Yardley, PA 19067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 267-759-5000 or by fax 267-759-5010. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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