Corinthian Wealth Management

Corinthian Wealth Management serves individual investors and small businesses with ongoing portfolio management and written financial planning tailored to each client’s goals, tax situation, liquidity needs and risk tolerance. Although the ADV lists high‑net‑worth individuals among eligible client types, the firm’s reported client count (189) and approximately $131.7 million in assets under management indicate a client base concentrated among individual and small‑business clients rather than a practice focused on high‑net‑worth households.

The firm constructs an Investment Profile and Investment Policy Statement for each client and uses both strategic and tactical asset‑allocation frameworks informed by fundamental, technical and cyclical analysis. Portfolio management is offered on a discretionary or non‑discretionary basis and may include allocations to third‑party sub‑advisors as well as strategies ranging from longer‑term positioning to shorter‑term trading, covered options, margin and hedging techniques.

Distinctive features in the brochure include a recent transition to SEC registration in July 2026 and disclosure that a firm principal holds an insurance license and may receive compensation for insurance product sales, which is identified as a potential conflict of interest. Compared with many peers, the firm’s combination of active tactical strategies — including use of leveraged or inverse ETF/ETNs and short‑selling for hedging — together with routine financial planning and occasional sub‑advisor relationships is a notable aspect of its practice.