Steven Azoury
Steven Azoury is a ChFC-designated registered investment advisor at Corecap Advisors, based in Troy, MI, with 45 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 9,677 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees range between 0.5% and 3.00% of assets under management.
Fee Estimator
Location
3150 Livernois, Suite 145, Troy, MI, 48083
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2026Regulatory
December 2016Employment Separation After Allegations
November 2015Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Steven may earn commissions from insurance sales as an independent insurance agent through Azoury & Associates and Azoury Financial. This activity may involve the same clientele as his securities clients.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 states
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
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