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Paul Wayne Corley

Advisor at Corley Capital LLC — Brandenburg, KY

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Brandenburg, KY

Corley Capital LLC

Independent

Total advisors

1

Clients per advisor

44 High

Avg AUM per client

$447,332 Typical

HNW client ratio

0% Low

About

Paul Corley is the sole advisor at Corley Capital LLC, an independent advisory firm based in Brandenburg, Kentucky. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at XML Financial, LLC, and Lara, May & Associates, LLC. Corley Capital LLC provides comprehensive financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios with investment policy statements and employs a mix of fundamental, technical, and cyclical analysis, utilizing a broad range of investment vehicles and strategies.

Client services

Based on Corley Capital LLC

Financial planning Portfolio management

Expertise

Based on Corley Capital LLC

College savings (529s, UTMA, etc.) General retirement planning Tax-loss harvesting

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Fee options

Fixed

Financial planning fees typically range from $1,000 to $3,000, negotiable based on complexity and scope.

Percentage

1.50% standard annual fee (negotiable up to 2.00%)

Location

Brandenburg, KY

Brandenburg KY

Advisors at this office

1

Most active in

Kentucky · Oklahoma · Texas

Work history

28 years of industry experience

Corley Capital LLC

2019 - Present • 7 years

Brandenburg, KY

XML Financial, LLC

2019 - 2020 • 1 year

Rockville, MD

Lara, May & Associates, Llc

2009 - 2020 • 11 years

Falls Church, VA

Morgan Stanley

2009 - 2009 • 1 year

Springfield, VA

Citigroup Global Markets

2001 - 2009 • 8 years

Springfield, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ryan S

CFP®

Brandenburg, KY

Pivot Point Wealth Planning

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

General retirement planning Educators, Teachers, and Academics Parents
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Charles Y

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Charles York Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his financial advisory role, he served in the United States Army for nine years. He is the owner of C.L. York and Sons Home Solutions LLC, a business providing financial advisory services under the First Command name. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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David S

Series 66

Radcliff, KY

First Command Advisory Services

David Strauss is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including service in the U.S. Army from 2016 to 2022. Outside of his advisory role, he is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services company connected to his primary firm. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers, utilizing a centralized and discretionary management approach.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Andrew A

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Andrew Anastasia is a financial advisor with First Command Advisory Services in Radcliff, KY. He holds Series 63 and Series 65 designations and has one year of industry experience following a 25-year career in the US Army. His prior work history includes roles at several First Command entities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, providing discretionary portfolio management through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jessica B

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Jessica Blaisdell is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has served with First Command in various capacities since 2013 and previously served eight years in the United States Army. Blaisdell is also treasurer of the Fort Knox Spouses and Community Club, overseeing books and records for local scholarships and grants. First Command Advisory Services, Inc. is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios from approved investment options.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Clifford C

CFP®, Series 63, Series 65

Brandenburg, KY

Eagle Strategies (NY Life)

Clifford Canavera is a CFP® professional affiliated with Eagle Strategies (NY Life) with 33 years of industry experience. He has been associated with New York Life, Nylife Securities Inc, and Canavera Financial Group, LLC since 2004. Through his role at Canavera Financial Group, he is involved in brokering and the sale of NYL products with various outside insurance carriers. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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