Coryell Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 310586
- Website
- www.coryellcapm.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Coryell Capital Management is a small, privately held limited liability company that advises individual and family clients on a fee basis tied to assets under management. The firm lists commodity pool operator/commodity trading advisor (CPO/CTA) activity on its disclosure and provides portfolio management services for individuals, small businesses, and institutional/business clients. It does not characterize itself as an active ESG investor, is not a multi-state adviser, and reports no status as a capital allocator or related adviser. The business model centers on discretionary portfolio management with a percentage-of-AUM fee schedule. Owner control is individual rather than institutional, and the firm is classified as “unclassified” in the available snapshot.
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 Equities100%
Owners & executives
1 of 1
Richard Coryell
Chief Investment OfficerCRD 2362908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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