Clearwater, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Corinthian Partners Asset Management LLC
Supported
Firm-wide stats for Corinthian Partners Asset Management LLC
About
Corinthian Partners Asset Management LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, corporations and pension/profit‑sharing plans, managing roughly $62.9 million for about 226 clients through a small team of advisors. It offers both discretionary and non‑discretionary portfolio management, ongoing financial planning based on the CFP Board’s seven‑step process, and ad hoc consulting services.
The firm implements fixed‑income, balanced and equity strategies and uses a mix of analytical methods — fundamental and technical analysis, charting, quantitative models, cyclical analysis and modern portfolio theory — to construct portfolios, employing both long‑ and short‑term trading as well as options and short sales when appropriate. CPAM updates client risk tolerance and objectives prior to recommendations and provides periodic reviews and trade confirmations via custodial reporting.
Notably, CPAM is a wholly owned subsidiary of Corinthian Holdings and is affiliated with Corinthian Partners, LLC, a full‑service broker‑dealer and investment banking affiliate that has executed client trades and clears through RBC Capital Markets — an affiliation that is uncommon among peer team firms. The firm discloses the option for clients to route execution to the affiliated broker‑dealer, maintains a written Code of Ethics and monitors personal trading, and uses RBC for custody and clearing services.
Expertise
Location
1727 Coachman Plaza Drive, Suite 114
Clearwater FL 33759
Advisors at this office
3
Advisors at this office
Hagin R
CFP®, Series 66
Clearwater, FL
Corinthian Partners Asset Management LLC
Hagin Richeson is a CFP® with 17 years of industry experience and has been with Corinthian Partners Asset Management LLC since 2016. He is a managing partner at Jet Set 3 LLC, a jet brokerage business. Corinthian Partners Asset Management LLC provides investment advisory services to individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $62.9 million for about 226 clients. The firm employs a variety of analytical methods and portfolio strategies, offering both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.
Ian D
Series 66
Clearwater, FL
Corinthian Partners Asset Management LLC
Ian Deliz Morales is a financial advisor at Corinthian Partners Asset Management LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Popular Securities, LLC. Since 2019, he has been with Corinthian Partners Asset Management LLC. Corinthian Partners Asset Management LLC provides investment advisory services to individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $62.9 million for around 226 clients. The firm uses a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory to implement fixed-income, balanced, and equity strategies, offering both discretionary and non-discretionary portfolio management along with ongoing financial planning.
Edwin T
Series 63, Series 65
Clearwater, FL
Corinthian Partners Asset Management LLC
Edwin Treimanis is a financial advisor at Corinthian Partners Asset Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameriprise and International Assets Advisory. In addition to his advisory role, he is involved with Advisor Excell, assisting with Indexed Universal Life proposals and fixed insurance implementation. Corinthian Partners Asset Management LLC serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing about $62.9 million across roughly 226 clients. The firm employs a variety of analytical techniques and investment strategies, including discretionary and non-discretionary portfolio management, and emphasizes regular risk assessment and reporting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)