Ameriprise Financial Services
45yrs
Top advisor by experience in Rome
18yrs
Don Ash has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Rome, Georgia. Don has been with Corecap Advisors since 2012; before that, Don spent a year at The Lloyd Advisory Group and less than a year at Envision Investment Advisors. Corecap Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 64 advisors with offices in Rome, and one of 59 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 64% of advisors at Corecap Advisors
Office329 Broad Street, Rome, GA 30161
FirmCorecap Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$412,164
Advisors at the firm117
States licensed ?1 state
Services through Corecap Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2012 – nowCorecap AdvisorsCurrent firm
- Aug 2010 – Nov 2011The Lloyd Advisory GroupPreviously
- May 2009 – Jul 2009Envision Investment Advisors, LLCPreviously
- Oct 2008 – Dec 2008Envision Investment Advisors, LLCPreviously
Contact Don
(888) 296-3360Firm headquarters in Southfield, MI. Ask for Don. 329 Broad StreetRome, GA 30161Office · Get directions
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Questions to ask Don
Tailored to Don’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Don
How do I contact Don?
Call Corecap Advisors at (888) 296-3360 and ask for Don Ash. Don works from the Rome, GA office.
How long has Don been a financial advisor?
Don has been in the industry since 2008, about 18 years. More experience than 64% of advisors at Corecap Advisors.
What licenses does Don hold?
Series 65. Tap any license on this page to see what it allows.
Is Don a fiduciary?
Don is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Don paid?
Corecap Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Don for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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