CM
CM
Constantinos Maniatis
23 Years of Experience
Southlake, TX
3 Disclosures
Constantinos Maniatis is a registered investment advisor at Corps Capital Advisors, LLC, based in Southlake, TX, with 23 years of industry experience. Constantinos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 20 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
20 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$147.8M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable for accounts over $25M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1900 W Kirkwood Blvd., Suite 1400B, Southlake, TX, 76092
Get directionsHistory
Regulatory History (3)
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Regulatory
April 2021Final
Employment Separation After Allegations
May 2019Customer Dispute
December 2014Denied
Employment History
Current Registrations
Corps Capital Advisors, LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Corps Capital Advisors, LLC
July 2019 - July 2019 · 0 mos
Morgan Stanley
June 2009 - May 2019 · 9 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2019 · 9 yrs 11 mos
Citigroup Global Markets INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
Citigroup Global Markets INC.
October 2006 - June 2009 · 2 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2003 - November 2005 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - November 2005 · 4 yrs 10 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.