Coryell Capital Management

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$197K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310586
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Coryell Capital Management is a small, privately held limited liability company that advises individual and family clients on a fee basis tied to assets under management. The firm lists commodity pool operator/commodity trading advisor (CPO/CTA) activity on its disclosure and provides portfolio management services for individuals, small businesses, and institutional/business clients. It does not characterize itself as an active ESG investor, is not a multi-state adviser, and reports no status as a capital allocator or related adviser. The business model centers on discretionary portfolio management with a percentage-of-AUM fee schedule. Owner control is individual rather than institutional, and the firm is classified as “unclassified” in the available snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Richard Coryell

    Richard Coryell

    Chief Investment OfficerCRD 2362908

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth