Corinthian Partners Asset Management LLC logo

Corinthian Partners Asset Management LLC

Updated today

Client assets under management

$39,808,000

Clients

226

3% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

57

Typical

Average account size

$176,142

About

Corinthian Partners Asset Management LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, corporations and pension/profit‑sharing plans, managing roughly $62.9 million for about 226 clients through a small team of advisors. It offers both discretionary and non‑discretionary portfolio management, ongoing financial planning based on the CFP Board’s seven‑step process, and ad hoc consulting services.

The firm implements fixed‑income, balanced and equity strategies and uses a mix of analytical methods — fundamental and technical analysis, charting, quantitative models, cyclical analysis and modern portfolio theory — to construct portfolios, employing both long‑ and short‑term trading as well as options and short sales when appropriate. CPAM updates client risk tolerance and objectives prior to recommendations and provides periodic reviews and trade confirmations via custodial reporting.

Notably, CPAM is a wholly owned subsidiary of Corinthian Holdings and is affiliated with Corinthian Partners, LLC, a full‑service broker‑dealer and investment banking affiliate that has executed client trades and clears through RBC Capital Markets — an affiliation that is uncommon among peer team firms. The firm discloses the option for clients to route execution to the affiliated broker‑dealer, maintains a written Code of Ethics and monitors personal trading, and uses RBC for custody and clearing services.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Cash flow / budgeting General estate planning guidance

Fee options

Fixed

Financial planning services may be charged on a fixed-rate basis, negotiated with client

Project-based

Financial planning services may be charged by the hour, negotiated with client

Other

Account minimum: $50,000 Minimum fee: Minimum fee of $500, at discretion of management

Main office location

Corinthian Partners Asset Management LLC

275 Madison Avenue, 8 Th Floor

New York NY 10016, United States

Number of offices

3

Most active in

Florida · Minnesota · New York · Puerto Rico

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hagin R

CFP®, Series 66

Tampa, FL

Corinthian Partners Asset Management LLC

Hagin Richeson is a CFP® with 17 years of industry experience, currently serving at Corinthian Partners Asset Management LLC since 2016. Prior to joining Corinthian Partners, he was self-employed for one year. Outside of his advisory role, he is the managing partner of Jet Set 3 LLC, a jet brokerage firm. Corinthian Partners Asset Management LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm combines technical and fundamental analysis with modern portfolio theory and offers both discretionary and non-discretionary accounts.

Options & derivatives strategies Cash flow / budgeting General estate planning guidance
user avatar

Derek F

CFP®, Series 63

Chanhassen, MN

Corinthian Partners Asset Management LLC

Derek Fautsch is a CFP® with 10 years of industry experience, currently serving at Corinthian Partners Asset Management LLC. He has worked at Corinthian Partners L.L.C. since 2020 and previously at Secured Retirement Advisors, LLC. Outside of his advisory role, he is Senior Vice President of Investments at Corinthian Partners L.L.C., a broker-dealer and insurance agency. Corinthian Partners Asset Management LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis, applying modern portfolio theory across various strategies and offers both discretionary and non-discretionary accounts.

Options & derivatives strategies Cash flow / budgeting General estate planning guidance
user avatar

Ian D

Series 66

Tampa, FL

Corinthian Partners Asset Management LLC

Ian Deliz Morales is a financial advisor at Corinthian Partners Asset Management LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at International Assets Investment Management, LLC and Morgan Stanley. He is based in Tampa, FL. Corinthian Partners Asset Management LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm combines technical and charting methods with fundamental, cyclical, and quantitative analysis, applying modern portfolio theory across various strategies.

Options & derivatives strategies Cash flow / budgeting General estate planning guidance
user avatar

Edwin T

Series 63, Series 65

Tampa, FL

Corinthian Partners Asset Management LLC

Edwin Treimanis is a financial advisor with Corinthian Partners Asset Management LLC in Tampa, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Corinthian Partners since 2019 and previously with International Assets Advisory, LLC from 2014 to 2019. Outside of his advisory role, he is involved with Advisor Excell, facilitating indexed universal life insurance proposals and implementation. Corinthian Partners Asset Management LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis within a modern portfolio theory framework, managing about $46 million in discretionary assets.

Options & derivatives strategies Cash flow / budgeting General estate planning guidance
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