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.
- Corecap Advisors, LLCAug 2023 to now
- Corecap Investments, LLCAug 2023 to now
- Cooper, Adel, Vu FinancialJul 2023 to now
- US BankSep 2022 to Jul 2023
- HexanikaJul 2021 to Jun 2022
- Ohio Innovation FundMay 2021 to Jul 2021
- HexanikaMay 2020 to Sep 2020
- 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