CORRELL CO. INVESTMENT SERVICES CORP.

Overview

Correll Co Investment Services Corp. operates as a small, privately owned corporate advisory and broker-dealer platform focused on serving high-net-worth individuals, families and select institutional clients. The firm combines broker-dealer and insurance broker capabilities with advisory services that include portfolio management for individuals and small businesses and pension consulting services. Its fee model is percentage of AUM, and its filings indicate the firm does not position itself as an active ESG investor. Investment activity is concentrated on third‑party private pooled vehicles: the firm’s ADV shows private funds as the dominant asset type. A large portion of client relationships are managed on a nondiscretionary basis, which suggests Correll Co typically provides advice and implements client‑approved allocations rather than running broad discretionary mandates for most clients. The broker-dealer and insurance brokerage licenses give the firm direct access to annuities, insurance solutions and fixed-income product distribution alongside third‑party manager offerings.

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