Derrick Edwards
Investment adviser representative at Corecap Advisors
27 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
27 years in the industry.
- Corecap Advisors, LLCNov 2023 to now
- Cooper Adel Vu FinancialNov 2023 to now
- Corecap Investments, LLCNov 2023 to now
- W & S Brokerage ServicesNov 2022 to Oct 2023
- Western & Southern LifeOct 2022 to Oct 2022
- Not WorkingJun 2022 to Oct 2022
- Central TransportAug 2021 to Jun 2022
- Yellow RoadwayOct 1999 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7658410
- Firm CRD
- 158819