Corrales & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$162,572,327
Clients
280
Advisors
7
across 2 offices
About
Corrales & Co. provides ongoing portfolio management and financial planning for individual and high‑net‑worth clients, preparing written investment policy statements and offering discretionary account management. The firm also offers no‑fee subscription communications and periodic educational seminars, and it may direct client assets to third‑party managers and alternative vehicles such as private equity, real estate funds, and private placements.
Investment decisions are informed by a mix of methods—fundamental, quantitative, technical, charting and modern portfolio theory—and the firm employs long‑term trading and, at times, margin transactions. Corrales & Co. conducts due diligence on outside managers and may place client assets in separately managed accounts or fund structures when appropriate.
Notably, the firm has an ownership affiliation with a separate investment manager (PineTree Asset Management LLC) and works with sponsored or syndicated fund vehicles, arrangements that are uncommon among peer team firms and that the brochure identifies as potential conflicts managed through disclosure and internal controls. The firm also discloses affiliated broker‑dealer and insurance activities and requires clients to acknowledge and use specified custodians, a mix of relationships and practices that differentiates it from many similar advisers.
Client services
Expertise
Fee options
Financial planning fixed fees range from $99 to $10,000
$1 - $500,000: 1.75% $500,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.75%
Subscription services provided without fee (free quarterly newsletter)
Main office
See office1200 Brickell Ave, Suite 220
Miami FL 33131
Advisors at this office
6
Offices (2)
Most active in
California · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia
Also doing business as
Corrales & Co. · Corrales & Company, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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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Advisors at this firm
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