Corley Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Corley Capital LLC provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and other business entities. The single-advisor firm manages roughly $19.7 million in discretionary assets across about 44 client accounts.
The firm primarily employs fundamental analysis and a long-term buy-and-hold approach using exchange-listed equities, ETFs and fixed-income instruments, and it may include over-the-counter securities when appropriate. Corley Capital also offers tax-optimized direct indexing (via Schwab Personalized Indexing) and has recently clarified risk disclosures for defined outcome (buffer) ETFs and direct indexing while removing references to margin and leveraged strategies.
Noteworthy features include the firm’s explicit use of tax-loss-harvesting at the security level through direct indexing and its disclosure of standing letters of authorization (SLOA) and custodial safeguards in connection with Charles Schwab. The firm offers modular financial planning alongside portfolio management, aggregates trades into block executions for multiple accounts, and leaves proxy voting authority with clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
Financial planning fees typically range from $1,000 to $3,000, negotiable based on complexity and scope.
1.50% standard annual fee (negotiable up to 2.00%)
Main office
Brandenburg KY
Advisors at this office
1
Most active in
Kentucky · Oklahoma · Texas
Also doing business as
Corley Capital LLC · Corley Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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