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
WILSON, 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 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

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

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth