Advisor at Coryell Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coryell Capital Management
Location
Indio, CA
Credentials
CFA®, Series 63, Series 65
Industry experience
7 years
Richard Coryell is the principal of Coryell Capital Management and holds the CFA® designation along with Series 63 and Series 65 licenses. He has seven years of industry experience and previously worked at Xebec Investment Advisors. In addition to his advisory role, Mr. Coryell is an adjunct professor at California State University, Long Beach, where he teaches finance courses including portfolio management and capital markets. Coryell Capital Management provides discretionary investment management to individuals, trusts, IRAs, small businesses, and institutional clients. The firm uses a proprietary S&P 500 valuation model and multifactor research to actively manage portfolio risk and employs derivatives to hedge volatility and pursue tactical asset allocation.
Based on Coryell Capital Management
$0 - $250,000: 1.00% $250,000.01 - $1,000,000: 0.75% $1,000,000.01 - $5,000,000: 0.50% $5,000,000.01 - $10,000,000.01: 0.25% $10,000,000.01+: 0.10%
15% of profits for futures accounts enrolled in CCM One Eleven Program (separate agreement)
Fee-only: Fees billed quarterly in arrears, negotiable, no commissions on securities accounts
Indio, CA
California
Coryell Capital Management, LLC
2019 - Present (7 years)
Xebec Investment Advisors
2018 - 2020 (2 years)
California State University, Long Beach
2017 - Present (9 years)
California State University, Dominguez Hills
2010 - 2019 (9 years)
City Of Los Angeles
2008 - 2016 (8 years)
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Other specialized services
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