Corbyn Investment Management Inc
Firm details
- Headquarters
- Lutherville, Maryland
- CRD number
- 104716
- Registered since
- March 9, 1973
- Website
- www.corbyn.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies50.54%
- HNWI22.87%
- Individuals13.55%
- Corporations / Businesses7.18%
- Charitable Organizations5.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Corbyn Investment Management Inc. is a small, SEC-registered advisory corporation that has been operating since 1973 and is owned by an individual. The firm serves both individual & family and institutional clients and charges fees as a percentage of assets under management. Its advisory services center on discretionary portfolio management across households, investment companies, and business or institutional clients. Corbyn reports being an active ESG investor and is not structured as a multi-state or pension consultant adviser. The firm’s stated orientation is toward traditional portfolio management rather than acting as a capital allocator or running affiliated investment vehicles. That positioning, combined with its long SEC registration and single-owner structure, suggests a boutique advisory practice that blends individual client work with institutional mandates.
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
- Non-Investment Grade Corp Bonds60%
- Exchange Traded Equities18%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
- US Government Bonds4%
Owners & executives
2 of 2
Charles Carlson
President, Portfolio Manager and Co-Chief Investment OfficerCRD 1284787

Michael Fusting
Co-Chief Investment OfficerCRD 2108117
Contacts
3 of 6William White
Registered RepresentativeCRD 1611276

Michael Goodman
Portfolio ManagerCRD 4681781

Michael Pulcinella
Portfolio Manager, Fixed IncomeCRD 3079142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$299K in ETFs
100%
$299K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $299K | 2,504 | 100.00% |
Location
Lutherville, MD
Baltimore
Location
Lutherville, MD
Headquartered in Lutherville, MD, 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
- Baltimore
- Address
- 2330 W Joppa Rd
- Time zone
- ET (UTC-5)
- Office locations
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