Kurt Taylor Fillmore
Investment adviser representative at Corecap Advisors
19 yearsExperience
21 statesRegistered in
$4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Corecap Advisors, IncMar 2013 to now
- Wealth Trac FinancialJan 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 21 states (AZ, CA, CO, CT, DE, FL, IL, IN, LA, MI, MN, MO, NC, NV, NY, OH, PR, SC, TX, VA, WA).
Corecap Advisors
Legal name: Corecap Advisors, LLC
$4BAssets managed
9,677Clients
117Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4518386
- Firm CRD
- 158819