A complete list of active advisors currently associated with Corinthian Wealth Management

Warmer can help you find a great advisor at Corinthian Wealth Management or one who fits your needs even better.

Corinthian Wealth Management provides ongoing portfolio management and financial planning for individuals and small businesses, offering both discretionary and non‑discretionary accounts and documenting client goals in Investment Policy Statements. The brochure reports approximately $115.5 million in assets under management across 189 client accounts, with about $109.1 million managed on a discretionary basis. The firm describes a mix of strategic and tactical asset‑allocation approaches and uses fundamental, technical, and cyclical analysis to inform investment decisions, with the ability to retain sub‑advisors under its discretionary authority. Its stated investment toolkit includes mutual funds, individual equities and bonds, ETFs/ETNs (including leveraged and inverse), margin, short sales for hedging, and limited options writing, and the brochure notes the higher risks associated with some of these strategies. Although the brochure lists high‑net‑worth individuals among potential client types, the combination of the disclosed AUM, client count, and emphasis on individual and small‑business planning indicates the firm’s client base is oriented toward individual (non‑HNW) clients rather than primarily serving HNW households. The brochure also discloses that the principal is a licensed insurance agent who accepts insurance compensation (a disclosed conflict of interest), that the firm does not participate in wrap programs, and that it typically recommends Charles Schwab as custodian.

To learn more about the advisors currently working at Corinthian Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.