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| Keyboard |
| Credicorp Capital Advisors LLC
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|---|---|
| CRD # | 290081 |
| SEC # | 801-122281 |
| CIK # | |
| AUM | 1,579.9 M (2026-04-29) |
| Employees | 26 (58% Investors, 73% Brokers) |
| Phone | 305-455-0975 |
| Address | 1111 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 18.5 |
| (b) Individuals (high net worth individuals) | 94 | 425.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 230 | 1,135.7 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 1,579.9 |
| By Discretionary | ||
| Discretionary | 150 | 834.7 |
| Non-Discretionary | 219 | 745.2 |
| Total | 369 | 1,579.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,318.8 | |
| United States Persons | 261.2 | |
| Total | 369 | 1,579.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tanglewood Wealth Management Inc
✚
|
TX | 1,590.9 M |
|
Rollins Financial Advisors LLC
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|
GA | 1,588.3 M |
|
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|
PA | 1,586.8 M |
|
Marshall Sterling Wealth Advisors Inc
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NY | 1,586.2 M |
|
Kavar Capital Partners Group LLC
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KS | 1,581.5 M |
|
Thrive Wealth Management LLC
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PA | 1,578.5 M |
|
Petersen Hastings Wealth Advisors Inc
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|
WA | 1,576.8 M |
|
Calton & Associates Inc
✚
|
FL | 1,576.5 M |
|
Brandywine Oak Private Wealth LLC
✚
|
PA | 1,571.8 M |
|
Charter Oak Capital Management LLC
✚
|
NH | 1,569.6 M |