CORAX ASSET MANAGEMENT
Firm details
- Headquarters
- WILSON, Wyoming
- CRD number
- 312855
- Website
- www.coraxam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Corax Asset Management is a small, privately owned advisory firm that concentrates on discretionary portfolio management for individuals and small businesses. The firm runs separately managed account (SMA) style relationships and leans toward liquid, publicly traded securities as the backbone of client portfolios. Corax charges fees as a percentage of assets under management and does not position itself as an ESG-focused or multi-state adviser. Investment activity centers on direct equity exposure through exchange-traded instruments supplemented by pooled vehicles where appropriate. Given its clientele and average account size, the firm appears to target high-net-worth individuals and family clients who want customized, actively managed equity allocations rather than broad institutional solutions or significant private market commitments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds26%
- US Government Bonds20%
- Cash & Cash Equivalents17%
Owners & executives
1 of 1ARI GOLDSTEIN
Founder & Chief Investment OfficerCRD 2880348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILSON, WY
TETON
Location
WILSON, WY
Headquartered in WILSON, WY, in the West of the United States.
- Region
- West
- County
- TETON
- Address
- 3490 Clubhouse Dr
- Time zone
- MT (UTC-7)
- Office locations
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