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Who we are
Core Capital Solutions LLC is an investment advisory firm registered with the Securities and Exchange Commission. We have 70 client relationships, and consult on or manage over $300 million dollars.
Our history
In 1989, David Fluett co-founded EFR Advisors Inc, a registered investment advisor. After 11 years the partners split and David moved his clients to a large registered investment advisor based in Long Beach, California. Acknowledging that he prefers to provide a high level of customized service not possible in a large firm, David formed Core Capital Solutions LLC in 2005. We have many long-term clients, some having been with us for more than 15 years. Our client base includes individuals, defined contribution plans, defined benefit plans, non-qualified plans, and foundations.
For more information
Core Capital Solutions LLC
Suite 240
40 Shuman Boulevard
Naperville, IL 60563
630-753-9900
877-753-9090 toll free
jlyon@corecapitalsolutions.com
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