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Anish Rajgolikar

Investment adviser representative at Corecap Advisors
13 yearsExperience
3 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

13 years in the industry.

  1. Corecap Advisors, LLCAug 2023 to now
  2. Corecap Investments, LLCAug 2023 to now
  3. Cooper, Adel, Vu FinancialJul 2023 to now
  4. US BankSep 2022 to Jul 2023
  5. HexanikaJul 2021 to Jun 2022
  6. Ohio Innovation FundMay 2021 to Jul 2021
  7. HexanikaMay 2020 to Sep 2020
  8. StudentAug 2013 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (FL, OH, WV).

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
7798528
Firm CRD
158819
Advisor's SEC record (opens in a new tab)
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