Aaron Keith Ulrich
Investment adviser representative at Corecap Advisors
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Corecap Advisors, LLCDec 2025 to now
- Integra Financial PlanningApr 2024 to now
- Foundations Investment AdvisorsNov 2024 to Dec 2025
- Gradient Advisors, LLCApr 2024 to Nov 2024
- Legato Financial Group, Inc.Nov 2023 to Mar 2024
- Ae Wealth Management, LLCNov 2023 to Feb 2024
- Forthright Capital AdvisoryMay 2023 to Oct 2023
- Forthright Capital PartnersMay 2023 to Oct 2023
- Ae Wealth Management, LLCJan 2022 to May 2023
- Family Wealth Strategies, LLCJan 2022 to Apr 2023
- PrudentialMar 2021 to Nov 2021
- Alliance AmericaAug 2020 to Jan 2021
- RetireoneJul 2018 to Jun 2019
- Meridian Real Estate GroupMay 2018 to Jun 2020
- Mercurio Wealth AdvisorsOct 2017 to Jun 2018
- Strategic MarketingJan 2017 to Sep 2017
- Investment Professionals, Inc.Aug 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5484348
- Firm CRD
- 158819