C

Corrales & Co.

Updated today

Client assets under management

$162,572,327

Clients

280

20% high-net worth

Advisors

6

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

47

Low

Average account size

$580,615

About

Corrales & Co. provides advisory services to individual and high‑net‑worth clients, delivering ongoing portfolio management and tailored financial planning along with a quarterly subscription newsletter and free educational seminars and workshops. The firm prepares a written Investment Policy Statement for each client and offers both discretionary and non‑discretionary management with regular portfolio monitoring and custodian reporting.

Investment programs are customized to clients’ goals, time horizons, and documented risk tolerances, and the firm uses a mix of analytical methods (fundamental, quantitative, technical, and modern portfolio theory). Strategies include long‑term trading and the use of margin, and portfolios may include mutual funds, ETFs (including precious‑metal ETFs), real estate funds, hedge funds, private equity, and private placements; Corrales & Co. also selects and allocates to third‑party managers as part of client programs.

Distinctively, the firm is affiliated with another investment adviser and is involved in sponsoring or syndicating private funds, a combination that can create potential conflicts when affiliated products are recommended; the brochure discloses these relationships and describes internal controls and client disclosures to address them. The firm also requires clients to use specified custodians and notes that clients will pay both Corrales & Co.’s advisory fee and any fees charged by recommended third‑party managers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Real estate investing Private / alternative investments Tax-loss harvesting

Fee options

Fixed

Negotiated fixed fees for financial planning, $99 to $10,000

Percentage

$1 - $500,000: 1.75% $500,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - AND UP: 0.75%

Commissions

Commissions earned by representatives from sale of securities and insurance products; not primary source of compensation

Subscriptions

Subscription services provided for a fee (details not specified in brochure)

Other

Fee-only: Fixed financial planning fees between $99 and $10,000

Main office location

Corrales & Co.

1200 Brickell Ave, Suite 220

Miami FL 33131, United States

Number of offices

1

Most active in

California · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia

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

Luis C

Series 66

Miami, FL

Corrales & Co.

Luis Corrales is a financial advisor at Corrales & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Jared Bunch Consulting, First Financial Group, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he serves as managing partner and adviser for Cope Corrales, a financial services business, and is involved in managing operations and investments for a hedge fund through C4M Global Advisors LLC. Corrales & Co. serves individual and high-net-worth clients with portfolio management and financial planning, offering both discretionary and non-discretionary advisory services. The firm uses a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory, and provides tailored Investment Policy Statements with quarterly reviews.

Wealth management Real estate investing Private / alternative investments Tax-loss harvesting
user avatar

Bryant R

Series 65

Miami, FL

Corrales & Co.

Bryant Ruano is a Series 65 licensed financial advisor with eight years of industry experience. He is currently with Corrales & Co. and has held prior roles at Imperio Wealth Advisors, Mariner Platform Solutions, and VIM Global Advisors, among others. Outside of his advisory work, he owns True North Business Advisory, LLC, known as The Ruano Group, which provides business consulting services. Corrales & Co. serves individual and high-net-worth clients with portfolio management and financial planning, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory. The firm prepares written Investment Policy Statements for clients and may refer assets to third-party managers or private funds as part of customized strategies.

Wealth management Real estate investing Private / alternative investments Tax-loss harvesting
user avatar

Stephen A

CFP®, CFA®

Miami, FL

Corrales & Co.

Stephen Adekeye is a CFP® and CFA® with three years of industry experience, currently advising at Corrales & Co. He has worked at several firms including SEM Wealth Management, Cope Corrales, Theeli Wealth LLC, XPS Capital LLC, Neptune Beach Capital, and Convergent Advisors. Outside of his advisory role, he is involved in tax preparation, planning, bookkeeping, and forecasting, as well as CEFEX certification and consulting. Corrales & Co. serves individual and high-net-worth clients with portfolio management and financial planning, using a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory. The firm provides tailored investment programs documented through written Investment Policy Statements and conducts quarterly account reviews.

Wealth management Real estate investing Private / alternative investments Tax-loss harvesting
user avatar

Joseph L

Series 66

Miami, FL

Corrales & Co.

Joseph Landesman is a financial advisor at Corrales & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including UBS Financial Services and Alvarium Investment Managers. Outside of advising, he is an independent life insurance agent and also works as an account executive selling software solutions to small businesses. Corrales & Co. serves individual and high-net-worth clients through portfolio management and financial planning, offering both discretionary and non-discretionary advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to tailor investment strategies documented in written Investment Policy Statements.

Wealth management Real estate investing Private / alternative investments Tax-loss harvesting
user avatar

Hsuan W

Series 63, Series 65

Fairfax, VA

Corrales & Co.

Hsuan Wang is a financial advisor at Corrales & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chevy Chase Trust and Quantis Wealth Management. Outside of his advisory role, Wang serves as treasurer of a nonprofit organization and teaches Chinese weekly, both on a volunteer basis. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis. The firm prepares customized Investment Policy Statements and may incorporate third-party managers or private funds as part of client strategies.

Wealth management Real estate investing Private / alternative investments Tax-loss harvesting
user avatar

Karla F

ChFC®

Miami, FL

Corrales & Co.

Karla Fitzgerald is a ChFC® credentialed financial advisor with three years of industry experience. She is currently with Corrales & Co., where she has worked since 2025. Her prior experience includes roles at XPS Capital LLC and Cope Corrales. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, employing a multi-faceted investment process that includes fundamental, quantitative, and technical analysis alongside modern portfolio theory. The firm offers both discretionary and non-discretionary advisory services and emphasizes detailed client Investment Policy Statements and risk documentation.

Wealth management Real estate investing Private / alternative investments Tax-loss harvesting
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