SEC-registered investment adviser, Form ADV
CREDICORP CAPITAL ADVISORS LLC
MIAMI, FL · CRD #290081 · SEC file 801-122281 · website
Regulatory AUM
$1.6B
Accounts
369
Employees
26 (15 advisory)
Regulatory assets under management (RAUM) is the gross figure Form ADV instructions require: securities portfolios without deducting borrowed money. It measures size, not skill, and no public record reports this firm's investment returns. Of the total, $835M is managed with discretion (the firm trades without asking first) and $745M without.
How this firm is paid
On Item 5.E of its Form ADV, this firm reports being compensated through a percentage of assets under management, hourly charges, and other compensation.
What each of these arrangements means, and the compounding arithmetic behind the percentage-of-assets model, is on the fees page.
Services, custody, and wrap programs
On its Form ADV, the firm reports providing portfolio management for individuals and small businesses and portfolio management for institutional clients.
The firm reports no custody of client cash or securities on its Form ADV. Client assets would sit with a separate custodian, which is the arrangement to confirm in writing.
The firm also sponsors a wrap fee program and manages client portfolios inside a wrap fee program. A wrap fee bundles advice and trading costs into one percentage, which is convenient and worth comparing against paying for each separately.
Disciplinary record
This firm answered yes to at least one disciplinary or legal question on Form ADV Item 11.
Item 11 asks about criminal matters, regulatory actions, and certain civil judgments involving the firm or its advisory affiliates. A yes answer is a fact the firm reported itself; it says nothing about how serious the underlying events were, how old they are, or who inside the firm they involve. Read the actual events on the SEC's public detail page before drawing conclusions: CREDICORP CAPITAL ADVISORS LLC on adviserinfo.sec.gov.
Questions to ask this adviser
- Are you fee-only, or fee-based? If any compensation comes from commissions or third parties, what products does it come from?
- Are you a fiduciary at all times when advising me, and will you put that in writing? (Dual registrants can switch standards between accounts; here is why that matters.)
- Who custodies my assets, and will statements come to me directly from that custodian?
- May I have your Form CRS and your Form ADV Part 2A brochure before I sign or pay anything? (You are owed both.)
Comparing more than one firm?
Matching services introduce you to advisers from a pool of firms that pay to receive those introductions. That is the honest caveat, and it is also a fast way to get two or three firms in front of you to compare against this one. The assessment of each service, including who pays whom, is on the matching page linked below.
How matching services actually work, first
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Source: this firm's own SEC Form ADV filing, dated Apr 29, 2026, from the July 2026 SEC monthly data release. Verify anything here against the live record at adviserinfo.sec.gov. More firms: largest firms in Florida.