Dylan J Schalmo
Investment Adviser Representative at Corecap Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dylan J. Schalmo is an investment adviser representative with Corecap Advisors in Centerberg, OH, where they have been registered since 2020. They have worked in the securities industry since 2019. 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 9 states.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, Missouri, Ohio, Pennsylvania
- 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.
- Cooper, Adel, Vu Financial, LLCMar 2018 – no end date reportedCenterberg, OH
- CoreCap Investments, LLCNov 2019 – no end date reportedSouthfield, MI
- Gerber PoultryMay 2017 – Mar 2018Kidron, OH
- Lutheran Social ServicesSep 2016 – Apr 2017Worthington, OH
- Otterbein UniversityAug 2013 – Apr 2017Westerville, OH
- CoreCap Advisors, LLCDec 2019 – no end date reportedSouthfield, MI
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. Dylan J Schalmo 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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