|
⚲
|
| Keyboard |
| Corbett Road Capital Management LLC
✚
|
|
|---|---|
| CRD # | 305063 |
| SEC # | 801-117314 |
| CIK # | 0001799581 |
| AUM | 176.3 M (2026-06-05) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-748-5831 |
| Address | 7901 Jones Branch Dr Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001799581 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Applied Materials Inc /DE | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 176.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 176.3 |
| By Discretionary | ||
| Discretionary | 391 | 176.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 391 | 176.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.3 | |
| Total | 391 | 176.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001799581] | |
| 13F-NT | [0001799581] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Newcorp Financial Services Inc
✚
|
GA | 177.1 M |
|
Stillwater Private Wealth LLC
✚
|
176.8 M | |
|
Torrey Wealth LLC
✚
|
CA | 176.7 M |
|
Bradyco Inc
✚
|
176.7 M | |
|
Beyond Financial Services
✚
|
CA | 176.7 M |
|
Ladd Capital Management LLC
✚
|
CT | 176.6 M |
|
Pointer Financial Advisors LLC
✚
|
MD | 176.4 M |
|
Jim Mackay Financial Planning LLC
✚
|
MO | 176.0 M |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 176.0 M |
|
Appalachian Capital Management Ltd
✚
|
OH | 175.3 M |