CORBYN INVESTMENT MANAGEMENT INC

RIASEC RegisteredEst. 1973
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$2M
Accounts
512
Employees
10
Advisory reps
8

Firm details

Headquarters
LUTHERVILLE, Maryland
CRD number
104716
Registered since
March 9, 1973
Website
www.corbyn.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure
Percentage of AUM
Client types
  • Investment Companies50.54%
  • HNWI22.87%
  • Individuals13.55%
  • Corporations / Businesses7.18%
  • Charitable Organizations5.28%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Corbyn Investment Management Inc. is a privately owned corporate registered investment adviser that has been SEC-registered since 1973. The firm manages portfolios for individuals and families as well as institutional and business clients, charging fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, investment companies, and institutional entities. Corbyn indicates active engagement with ESG considerations in its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 60%, Exchange Traded Equities 18%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 7%, US Government Bonds 4%, Investment Grade Corp Bonds 4%60%
  • Non-Investment Grade Corp Bonds60%
  • Exchange Traded Equities18%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents7%
  • US Government Bonds4%

Owners & executives

2 of 2

  • CHARLES CARLSON

    President, Portfolio Manager and Co-Chief Investment OfficerCRD 1284787

  • MICHAEL FUSTING

    Co-Chief Investment OfficerCRD 2108117

Contacts

3 of 6

  • WILLIAM WHITE

    Registered RepresentativeCRD 1611276

  • MICHAEL GOODMAN

    Portfolio ManagerCRD 4681781

  • MICHAEL PULCINELLA

    Portfolio Manager, Fixed IncomeCRD 3079142

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$224K in ETFs

Passive

100%

$224K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT)VanguardPassiveTechnology$224K321100.00%

Location

Primary office

LUTHERVILLE, MD

BALTIMORE

Location

LUTHERVILLE, MD

Headquartered in LUTHERVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
2330 W Joppa Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth