Coryell Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,358,118
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$271,624
About
Coryell Capital Management provides discretionary investment management to individuals, trusts, IRAs and small businesses, and also accepts institutional mandates and sub-advisor relationships with other advisors. Its services include tactical balanced portfolios and an S&P 500–focused strategy that can be paired with a futures and options overlay called the CCM One Eleven Program; the firm is registered as a Commodity Trading Advisor.
The firm’s approach emphasizes portfolio-level risk and opportunity management rather than individual security selection, using a proprietary S&P 500 valuation model and multifactor research to actively manage portfolio beta and option Greeks (Delta, Gamma, Theta, Vega). It uses derivatives opportunistically to hedge downside volatility and pursue tactical asset allocation while seeking to limit investor all‑in costs through low‑cost ETFs and disciplined trade execution.
Distinctive features include the combination of retail separate‑account management with a registered CTA overlay—an arrangement that is uncommon among independent advisers—and the firm’s explicit role offering portfolio management to institutional clients and other RIAs. The brochure also notes an organizational emphasis on research and ethical standards (adherence to the CFA Institute Code of Ethics), avoidance of soft‑dollar arrangements, and documented custodial reconciliation and compliance practices.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Fee options
$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
Main office location
Coryell Capital Management
Indio CA, United States
Number of offices
1
Most active in
Coryell Capital 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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