Corley Capital LLC

Overview

Corley Capital LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that blends percentage-of-AUM billing with fixed fees, and it operates as an owner-led, single-office practice. Investment activity is tilted decisively toward equities, with a particular emphasis on non-exchange traded equity positions. The firm is not an active ESG investor, does not present as a multi-state adviser, and does not serve in a pension consultant capacity. Manager allocation interest centers on equity exposure supplemented by targeted fixed-income and alternative exposure. Given the firm’s use of third-party alternative managers (see Investments & Alternatives), Corley Capital appears to integrate external specialists for less liquid or more complex strategies while maintaining core portfolios using exchange- and non-exchange-listed securities and mutual funds. Portfolios are managed on a discretionary basis for essentially the full client base.

Assets & Accounts

Investments & Alternatives

Location & Offices