Corax Asset Management

RIASEC Registered
Total AUM
$19.8M
Discretionary
$19.8M
100% of AUM
Avg account
$824K
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
Jackson, Wyoming
CRD number
312855
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Corax Asset Management is a small, privately owned LLC that provides discretionary portfolio management primarily to individual and family clients, with services extending to small businesses. The firm charges a percentage-of-AUM advisory fee and reports portfolio management for individuals and small businesses as its principal advisory activity. Corax is organized as an individually owned adviser, is not positioned as a pension consultant or capital allocator, and does not self-identify as an active ESG investor or a multi-state adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Public Funds/Mutual Funds 26%, US Government Bonds 20%, Cash & Cash Equivalents 17%37%
  • Exchange Traded Equities37%
  • Public Funds/Mutual Funds26%
  • US Government Bonds20%
  • Cash & Cash Equivalents17%

Owners & executives

1 of 1
  • Ari Goldstein

    Founder & Chief Investment OfficerCRD 2880348

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jackson, WY

Teton

Location

Jackson, WY

Headquartered in Jackson, WY, in the West of the United States.

Region
West
County
Teton
Address
230 E Broadway Ave
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth