Corbyn Investment Management Inc

RIASEC Registered
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$2M
Accounts
512
Employees
10
Advisory reps
8

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

FINTRX

Overview

Corbyn Investment Management Inc. is a privately owned institutional RIA that has been registered with the SEC since 1973. The firm serves both individual and family clients as well as institutional investors, operating on a percentage-of-AUM fee model and providing discretionary portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. Corbyn reports active ESG investing as part of its approach. Investmently, the firm leans toward fixed-income solutions within discretionary mandates and combines direct securities with pooled products and third-party managers to implement client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Non-Investment Grade Corp Bonds 60%, Exchange Traded Equities 18%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 7%, US Government Bonds 4%, Investment Grade Corp Bonds 4%60%
  • Non-Investment Grade Corp Bonds60%
  • Exchange Traded Equities18%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents7%
  • US Government Bonds4%

Owners & executives

2 of 2
  • Michael Fusting

    Michael Fusting

    Co-Chief Investment OfficerCRD 2108117

  • Charles Carlson

    Charles Carlson

    President, Portfolio Manager and Co-Chief Investment OfficerCRD 1284787

Contacts

3 of 6
  • Michael Goodman

    Michael Goodman

    Portfolio ManagerCRD 4681781

  • Michael Pulcinella

    Michael Pulcinella

    Portfolio Manager, Fixed IncomeCRD 3079142

  • William White

    Registered RepresentativeCRD 1611276

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$299K in ETFs

Passive

100%

$299K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT)VanguardPassiveTechnology$299K2,504100.00%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth