# Coretegic Capital, LLC

> Coretegic Capital, LLC is a state-registered investment advisory firm in Arlington, VA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 291343
- Filed as: CORETEGIC CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291343
- AdvisorCensus page: https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343

## Quick answers

**How is Coretegic Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coretegic Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coretegic Capital, LLC located?**
Coretegic Capital, LLC's principal office is in Arlington, VA, according to its Form ADV.

**Is Coretegic Capital, LLC registered with the SEC or a state?**
Coretegic Capital, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291343.

**How much does Coretegic Capital, LLC manage?**
Coretegic Capital, LLC reports $16,125,290 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**What types of clients does Coretegic Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (8).

**Does Coretegic Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291343

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,125,290
- Discretionary: $16,125,290
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,232,282 |
| High net worth individuals | 15 | $14,893,008 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coretegiccapital.com
- Facebook @anthonyreynoldscfp
- LinkedIn @anthonytreynolds
- X @TWEYNOLDS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coretegic Capital, LLC (CRD 291343): Form ADV filing data as of October 2026.