Corollary Capital LLC

Overview

Corollary Capital LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets, hourly billing, and fixed fees. Corollary Capital does not present itself as a capital allocator and is not an active ESG investor. Business activity is concentrated on advice and portfolio management rather than institutional or pension consulting. The firm appears to operate on a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives