Corley Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
The firm is an independent registered investment adviser that focuses on high‑net‑worth individuals and provides consulting and introductions to unaffiliated third‑party asset managers rather than direct portfolio management. It offers financial planning and retirement‑related consulting and conducts public and community seminars on topics such as Social Security and retirement income.
In client engagements the firm gathers information about goals, financial situation and risk tolerance, assists in selecting a third‑party asset manager, helps with asset allocation and account setup, and provides ongoing supervision of the selected manager. The firm does not execute day‑to‑day trading or accept custody of client assets; it also provides standalone consulting work and educational workshops on a paid basis.
Noteworthy aspects disclosed in the brochure include that the firm’s principal is also licensed to sell insurance and may receive commissions on insurance sales, a potential conflict of interest that is disclosed to clients. The brochure also notes that third‑party managers may provide support for seminars and marketing, and that the principal holds industry credentials and participates in volunteer mentoring.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Social Security optimization
Demographic focus
Approaching retirement
Fee options
$1,000 to $20,000, negotiable depending on client circumstances
$500 to $750 per hour, negotiable depending on client circumstances
Account minimum: $1,000,000
Main office location
Corley Investment Management
850 Iron Point Road, Suite 204
Folsom CA 95630, United States
Number of offices
1
Most active in
Corley Investment Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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