Centerburg, OH West Main Street Office
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Corecap Advisors
Multi-team
Firm-wide stats for Corecap Advisors
About
CoreCap Advisors serves individuals (including high‑net‑worth and accredited investors), self‑directed retirement plans, and institutional clients such as pension and profit‑sharing plans, trusts, estates, and corporations. The firm provides discretionary investment and portfolio management, financial planning (flat fee or hourly), a sponsored wrap‑fee program, and access to third‑party sub‑advisors and fee‑sharing sub‑advisor arrangements across custodial platforms at RBC, Charles Schwab, Axos and Fidelity.
CCA’s approach is relationship‑oriented and typically long‑term, with investment decisions focused on mutual funds, ETFs, individual equities and bonds and, where appropriate, limited use of options or short sales after client discussion. The firm selects and monitors sub‑advisors and third‑party asset managers (including access to a TPAM through its parent company), conducts annual oversight of those managers, and offers tax‑efficient asset‑location and opportunistic rebalancing services for held‑away employer plan accounts.
The brochure discloses multiple ownership and affiliate relationships that distinguish CoreCap from many peers: its parent and related entities include a FINRA‑registered broker‑dealer (CoreCap Investments), an insurance marketing organization that shares common ownership, and a recent acquisition by Simplicity Financial Marketing Holdings that provides access to additional third‑party asset management (and fee‑split arrangements). The firm also notes that many investment adviser representatives are licensed insurance agents and that these affiliations and fee‑sharing arrangements create potential conflicts of interest that CCA says it seeks to manage through internal policies.
Based on Corecap Advisors
Expertise
Based on Corecap Advisors
Location
36 West Main Street
Centerburg OH 43011
Advisors at this office
7
Advisors at this office
Lauren C
Series 65
Centerberg, OH
Corecap Advisors
Lauren Cooper is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2014. In addition to her advisory role, Cooper is a partner at an elder law firm, COOPER, ADEL, VU, and ASSOCIATIES, LPA, where she manages a flexible schedule to accommodate her responsibilities at both entities. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and employs sub-advisors and third-party asset managers to support its services.
Ryan F
Series 66
Centerburg, OH
Corecap Advisors
Ryan Fischer is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at FundThatFlip.com and Wayne Savings Bank prior to joining CoreCap. He is also active as a financial assistant at Cooper, Adel, Vu & Associates. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment strategies with a focus on mutual funds, ETFs, equities, and bonds, along with oversight of affiliated asset managers.
James G
Series 65
Centerburg, OH
Corecap Advisors
James Gundling is a financial advisor at CoreCap Advisors with one year of industry experience. He holds the Series 65 designation and previously worked with Cooper, Adel, Vu Financial and the Cleveland Cavaliers. His background includes roles in financial services and client account management. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.
Daniel W
CFP®, Series 63, Series 66
Centerburg, OH
Corecap Advisors
Daniel Weingartner is a CFP® with 17 years of industry experience, currently with CoreCap Advisors. His prior experience includes roles at NYLIFE Securities LLC, The Prudential Insurance Company of America, and TD Ameritrade. He also supports the tax team at Cooper Adel Vu Financial as an IRS Enrolled Agent during tax season. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and long-term, focusing on mutual funds, ETFs, equities, and bonds, while overseeing sub-advisors and offering tax-efficient strategies.
Anish R
Series 66
Centerburg, OH
Corecap Advisors
Anish Rajgolikar is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 66 designation and has worked at US Bank and Hexanika prior to joining CoreCap Advisors in 2023. He also provides back-office and financial operations support through Cooper, Adel, Vu Financial. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and, with client consent, options and short sales.
Adrian K
CFP®, Series 63, Series 66
Centerburg, OH
Corecap Advisors
Adrian Karas is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with CoreCap Advisors and Cooper, Adel, Vu Financial, having previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Outside of finance, Karas is involved in music production, performance, and promotion through Get Huge Entertainment, LLC. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and oversees multiple ownership and affiliate relationships.
Derrick E
Series 63, Series 65
Centerburg, OH
Corecap Advisors
Derrick Edwards is a financial advisor at CoreCap Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at W & S Brokerage Services and Western & Southern Life. Edwards is also involved with Cooper Adel Vu Financial, providing financial services including insurance and annuity sales. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach, utilizing mutual funds, ETFs, individual securities, and selective use of options.
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