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Corey Bates

Investment adviser representative at Corecap Advisors
11 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

11 years in the industry.

  1. Corecap Advisors, LLCNov 2025 to now
  2. Solomon FinancialNov 2025 to now
  3. SalesforceFeb 2024 to Nov 2025
  4. HopebridgeFeb 2022 to Feb 2024
  5. StudentJan 2015 to Jan 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
8186974
Firm CRD
158819
Advisor's SEC record (opens in a new tab)
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