Corbett Road Capital Management, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 305063
- Registered since
- September 9, 2019
- Website
- corbettroadcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Corbett Road Capital Management, LLC is an SEC-registered institutional RIA formed as an LLC in 2019. The firm charges fees based on a percentage of assets under management and is marked as an active ESG investor. FINTRX characterizes the client base as institutional, though the firm also lists portfolio management for individuals and small businesses among its advisory activities. Corbett Road does not operate as a capital allocator and is not registered as a multi-state adviser or pension consultant. The firm has industry ties that include broker‑dealer and other investment adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities87%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Private Funds1%
Contacts
1 of 1
Christopher Airey
Founder and PresidentCRD 3083616
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$37.2M in ETFs
79%
$29.4M
20%
$7.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SHORT TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $3M | 27,596 | 8.16% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 7901 Jones Branch Dr
- Time zone
- ET (UTC-5)
- Office locations
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