Donald Luke Ross
Investment Adviser Representative at Corecap Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Donald Luke Ross is an investment adviser representative with Corecap Advisors in Medina, OH, where they have been registered since 2022, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Florida, Illinois, Maryland, North Carolina, Ohio, Pennsylvania, and Virginia.
Registrations & licenses
- Investment adviser:
- California, Florida, Illinois, Maryland, North Carolina, Ohio, Pennsylvania, Virginia
- Broker:
1 state or territory
Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Medina County Domestic Relations CourtJun 2016 – Aug 2022Medina, OH
- Cooper, Adel, Vu Tax, LLCAug 2022 – no end date reportedMedina, OH
- CoreCap Investments, LLCSep 2022 – no end date reportedSouthfield, MI
- CoreCap Advisors, LLCSep 2022 – no end date reportedSouthfield, MI
- Cooper Adel Vu & Associates, LPAAug 2022 – Sep 2024Medina, OH
- Cooper, Adel, Vu FinancialSep 2022 – no end date reportedCenterburg, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corecap Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 115
- Offices listed on AdvisorFinder:
- 69
- Main office:
- Southfield, MI
- SEC file number:
- 801-72687
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Corecap Advisors
Showing 12 of 115 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Luke Ross has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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