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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CORE CAPITAL SOLUTIONS LLC

CRD 136604

NAPERVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ad47152-4fe9-288f-8088-b0d6a0fa6faf

Data as of Feb 14, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Feb 14, 2019
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $115MItem 5.F on the latest filing (2019-02-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $115M
Private client RAUM: $55.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 48%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 53
Individual clients: 28
High net worth clients: 20
SEC number: 801-64618
CRD: 136604
Filings on the tape: 10
First filed: Mar 28, 2012
Latest filed: Feb 14, 2019
Organised: Limited Liability Company, Illinois

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FLUETT, DAVID, MICHAEL	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	E	yes	09/2001	Mar 28, 2012	Feb 14, 2019

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Feb 14, 2019	$115M	$115M	2	2	0	n/a	n/a
2017	Mar 16, 2018	$134M	$134M	2	2	0	n/a	n/a
2016	Feb 23, 2017	$127M	$127M	2	2	n/a	n/a	n/a
2015	Mar 3, 2016	$133M	$133M	2	2	n/a	n/a	n/a
2014	Feb 19, 2015	$141M	$141M	2	2	n/a	n/a	n/a
2013	Mar 19, 2014	$140M	$140M	2	2	n/a	n/a	n/a
2012	Mar 21, 2013	$116M	$116M	2	2	n/a	n/a	n/a
2011	Mar 28, 2012	$113M	$113M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$115M	$134M	-14.3%	$133M	-4.6%	2	2	0	0

Relationships

Controls (1)

← FLUETT, DAVID, MICHAELOwnerCHIEF COMPLIANCE OFFICER, MANAGING MEMBER, ownership code E, individual
Mar 28, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ad47152-4fe9-288f-8088-b0d6a0fa6faf
First observed: Mar 28, 2012
Last observed: Feb 14, 2019 92 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORE CAPITAL SOLUTIONS LLC

CRD 136604

NAPERVILLE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ad47152-4fe9-288f-8088-b0d6a0fa6faf

Data as of Feb 14, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLUETT, DAVID, MICHAEL

CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

yes

09/2001

Mar 28, 2012

Feb 14, 2019

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Feb 14, 2019

$115M

n/a

2017

Mar 16, 2018

$134M

n/a

2016

Feb 23, 2017

$127M

n/a

2015

Mar 3, 2016

$133M

n/a

2014

Feb 19, 2015

$141M

n/a

2013

Mar 19, 2014

$140M

n/a

2012

Mar 21, 2013

$116M

n/a

2011

Mar 28, 2012

$113M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$115M

$134M

-14.3%

$133M

-4.6%