Corbett Road Capital Management, LLC
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Overview
Corbett Road Capital Management, LLC is an advisory company based in Mc Lean, Virginia. It controls $81.2 million in assets under management over 235 customer accounts. Corbett Road Capital Management, LLC has a small team, including 3 financial advisors. Corbett Road Capital Management, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as options, stocks and bonds.
Corbett Road Capital Management, LLC manages all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction decisions for the client's account are made by an investment advisor without requiring client authorization. Corbett Road Capital Management, LLC's average account size is $345,570. The typical financial advisor at Corbett Road Capital Management, LLC manages about 78 client accounts.
The company's central office is located at 7901 Jones Branch Dr., Mc Lean, Virginia 22102. Corbett Road Capital Management, LLC is allowed to provide services to customers in the state of Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Corbett Road Capital Management, LLC by the Numbers
$81.2 million
4
235
$345.6 thousand
Fee Structure
Fees for financial management are based on which services the firm provides the client. Fees billed by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to investment companies and other investment advisers. Out of its 235 customers, Corbett Road Capital Management, LLC's largest client is other investment advisers. None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Corbett Road Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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