A complete list of active advisors currently associated with Corley Capital LLC

Warmer can help you find a great advisor at Corley Capital LLC or one who fits your needs even better.

Corley Capital LLC provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and other business entities. The single-advisor firm manages roughly $19.7 million in discretionary assets across about 44 client accounts. The firm primarily employs fundamental analysis and a long-term buy-and-hold approach using exchange-listed equities, ETFs and fixed-income instruments, and it may include over-the-counter securities when appropriate. Corley Capital also offers tax-optimized direct indexing (via Schwab Personalized Indexing) and has recently clarified risk disclosures for defined outcome (buffer) ETFs and direct indexing while removing references to margin and leveraged strategies. Noteworthy features include the firm’s explicit use of tax-loss-harvesting at the security level through direct indexing and its disclosure of standing letters of authorization (SLOA) and custodial safeguards in connection with Charles Schwab. The firm offers modular financial planning alongside portfolio management, aggregates trades into block executions for multiple accounts, and leaves proxy voting authority with clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Corley Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.