Corrales & Co

RIASEC RegisteredEst. 2024

Total AUM

$174M

Discretionary

$153M

88% of AUM

Avg account

$236K

Accounts

738

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 332189
Registered since: August 12, 2024
Website: corralesco.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.04%
Individuals22.29%
Pension & Profit Sharing Plans5.63%
Corporations / Businesses0.75%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Corrales & Co. is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm caters to both high-net-worth individuals and families as well as institutional clients, and reports acting as a capital allocator. Its fee schedule includes percentage-of-AUM billing and fixed fees. Core advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and smaller business owners, portfolio management for institutional or business clients, selection of third‑party advisers, and educational seminars and workshops. Corrales & Co. notes industry roles that go beyond pure advisory work — it is identified as an insurance company sponsor and as a general partner/managing member in pooled investment vehicles. The firm does not present itself as an active ESG investor.