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CREDICORP CAPITAL ADVISORS LLC

MIAMI, FL · CRD 290081 · IAPD ↗ · credicorpcapital.com · 305-455-0975

$1.58BRegulatory AUM
15Advisory reps
26Employees
0Clients
n/aPlanning clients
0Private funds
2States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — CREDICORP CAPITAL ADVISORS LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — CREDICORP CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($983.4M -> $1.58B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
66
April 2025 — CREDICORP CAPITAL ADVISORS LLC reported RAUM up 42% ($694.6M -> $983.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2025 — CREDICORP CAPITAL ADVISORS LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
August 2024 — CREDICORP CAPITAL ADVISORS LLC changed its website from credicorpcapitalinvest.com to credicorpcapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
June 2024 — CREDICORP CAPITAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 2 (3 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
April 2024 — CREDICORP CAPITAL ADVISORS LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
April 2024 — CREDICORP CAPITAL ADVISORS LLC reported RAUM up 35% ($516.4M -> $694.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.