Credicorp Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated April 29, 2026, reports $1.6B in regulatory assets under management, 26 employees, 1 office, and 369 accounts.
Assets Under Management
$1.6B
Employees
26
Offices
1 office
Total Clients
369
Primary office
MIAMI, FL
1111 BRICKELL AVENUE, SUITE 2825, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 62.3% of total clients.
Top client categories% of clientsClients
1
Corporations
62.3%
230
2
HNWI
25.5%
94
3
Individuals
12.2%
45
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 29, 2026
Discretionary52.8%
$835M
53% of total RAUM52.8%
Non-discretionary47.2%
$745M
47% of total RAUM47.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts369
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee14:1
10Y Employee Change+23 (+766.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.