Adrian J Karas
Investment adviser representative at Corecap Advisors
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$4BFirm assets
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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
11 years in the industry.
- Corecap Advisors, LLCJan 2024 to now
- Cooper, Adel, Vu FinancialJan 2024 to now
- Corecap Investments, LLCJan 2024 to now
- Charles Schwab and Co., Inc.Dec 2022 to Jan 2024
- TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2022
- TD Ameritrade, Inc.Feb 2018 to Dec 2022
- ScottradeJul 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, OH).
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
- 5417702
- Firm CRD
- 158819