Credicorp Capital Advisors LLC

Registered investment adviser · Miami, FL · CRD #290081

Form ADV data as of 2026-09-01

Regulatory assets

$1.58 billion

Total accounts

369

Employees

Disclosure events

Firm details

Website: https://www.credicorpcapital.com/usa
Telephone: 305-455-0975
SEC file number: 801-122281
Most recent Form ADV filing: 2026-04-29
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 4 disclosure questions answered Yes, covering 5 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator found a violation of investment-related regulations or statutes
A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$834.7 million
Non-discretionary regulatory assets under management	$745.2 million
Total regulatory assets under management	$1.58 billion
Discretionary accounts	150
Non-discretionary accounts	219
Total accounts	369
Regulatory assets under management attributable to non-U.S. persons	$1.32 billion

People

Total employees (excluding clerical)	26
Employees performing investment advisory functions (including research)	15
Employees who are registered representatives of a broker-dealer	19
Employees registered as investment adviser representatives with a state	1
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesOther

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerBanking or thrift institution

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	45	$18.5 million
High net worth individuals	94	$425.7 million
Corporations or other businesses not listed above	230	$1.14 billion