James Lucas Gundling

Employer firm

Corecap Advisors CRD 158819

$3.99B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 12/2019
  Capital City Millwork
  Westerville, OH
• 01/2014 → 06/2019
  Student
  Lewis Center, OH
• 01/2020 → 03/2024
  Cleveland Cavaliers
  Cleveland, OH
• 03/2024 → Present
  Cooper, Adel, Vu Financial
  Centerburg, OH
• 09/2025 → Present
  Corecap Advisors, Llc
  Southfield, MI

Other Businesses

Cooper, Adel, Vu Financial; Financial Services Representative; Brief files, prepare account applications, schedule client appointments; approx. 173 hours per month; approx. 154 hours per month during trading hours; similar clientele

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-11