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Adrian J Karas

Corecap Advisors

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About Adrian J Karas

Adrian Karas is a financial advisor with Corecap Advisors. Adrian has been working in the financial services industry since 2007 and holds a Series 63, Series 66, and Series 7 license. Adrian is also a Certified Financial Planner. Adrian's specialties include financial planning, portfolio management for individuals and businesses, and educational seminars. Adrian is based in Centerburg, Ohio, and is registered to provide investment advice in Indiana, Kentucky, and Ohio.

Firm Information

Adrian Karas is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adrian Karas’s Registration & Firm History

OH

01/19/2024 - Present

Corecap Advisors (Centerburg OH)

OH

01/26/2022 - 01/10/2024

CHARLES SCHWAB & CO., INC. (Cincinnati OH)

OH

02/26/2018 - 12/20/2023

TD AMERITRADE, INC. (Cincinnati OH)

OH

07/21/2015 - 02/26/2018

SCOTTRADE, INC. (CINCINNATI OH)

KY

10/15/2007 - 07/31/2015

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 01/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adrian J Karas.
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