Charles
Carlson

Corbyn Investment Management Inc

CRD#1284787
Investment Advisor
in Lutherville Timonium, MD

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About this Advisor

Charles Carlson is a financial advisor based in Lutherville Timonium, Maryland, working with Corbyn Investment Management Inc. Charles has previously held positions at Greenspring Fund, Inc and Corbyn Investment Management, Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Charles is part of Corbyn Investment Management Inc, which operates out of Lutherville Timonium, Maryland. The firm has 11 employees and manages assets totaling $939.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The fee structure at Corbyn Investment Management Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

Suite 108 2330 W. Joppa Rd.
Lutherville Timonium, MD 21093

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Corbyn Investment Management Inc Brokerage Details

Total Assets Under Management

$939,296,547

MD Average: $6,889,882,315
Total Number of Employees

11

MD Average: 45
Total Number of Accounts

612

MD Average: 765
Average Account Size

$1,534,798

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Charles Carlson Work History

1986 - Present (38 years)

Greenspring Fund, Inc

1983 - Present (41 years)

Corbyn Investment Management, Inc

Disclosures

Please visit the SEC profile of Charles Carlson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corbyn Investment Management Inc

George Truppi
Lutherville Timonium, MD
Michael Pulcinella
Lutherville Timonium, MD
Michael Goodman
Lutherville Timonium, MD
William White
Ponte Vedra Beach, FL
Donna Palumbo
Lutherville Timonium, MD
Michael Fusting
Lutherville Timonium, MD
Charles Carlson
Lutherville Timonium, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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