Corrigit Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Corrigit Capital Group provides discretionary investment management and related advisory services to high‑net‑worth and other individual clients, as well as charitable organizations and businesses. The firm reports approximately $21.5 million in regulatory assets under management, serves a small client roster through a three‑advisor team, and offers a range of engagement options including ongoing portfolio management and third‑party manager selection.
CCG builds accounts from a documented suitability profile and typically manages portfolios on a discretionary basis, using fundamental and technical analysis, cyclical monitoring, and a mix of individual equities, ETFs, mutual funds, fixed income and other instruments. The brochure also describes the firm’s use of third‑party program options, ongoing account reviews, and custody/recommendation arrangements with a national custodian.
Compared with peers, CCG discloses a notable portion of non‑U.S. clients — a statistically uncommon feature for firms of this category — and its Form ADV highlights the firm’s use of more complex instruments such as options and structured notes and the attendant risks. The firm also notes a typical account opening expectation (generally $500,000, negotiable) and that some representatives may be separately licensed as broker‑dealer representatives or insurance agents, with attendant conflict disclosures.
Client services
Expertise
Fee options
1.30% maximum annually, negotiable lower rates with written agreement approved by Chief Compliance Officer
Representatives may receive brokerage commissions and 12b-1 fees for securities and insurance products sold separately from advisory services
Account minimum: $500,000
Main office
1055 E Colorado Blvd, Suite 500
Pasadena CA 91106
Advisors at this office
3
Most active in
California
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.
Forms ADV
Advisors at this firm
Sen Z
Series 63, Series 65
Pasadena, CA
Corrigit Capital Group
Sen Zhang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elite Advisors LLC and Sunstone Management, Inc. He is also a licensed California real estate agent and part-time insurance agent. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using a combination of fundamental and technical analysis and offers personalized investment strategies through a three-advisor team.
Bin H
Series 65
Pasadena, CA
Corrigit Capital Group
Bin Hong is a financial advisor with Corrigit Capital Group in Pasadena, CA, holding a Series 65 designation and eight years of industry experience. Prior to joining Corrigit in 2018, he worked at KPMG from 2014 to 2017 and FengXian Quant from 2011 to 2018. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, cyclical monitoring, and a variety of investment instruments, serving a small client base through a team of three advisors.
Yuan T
Series 66
Pasadena, CA
Corrigit Capital Group
Yuan Tang is a financial advisor at Corrigit Capital Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Morgan Stanley. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages approximately $21.5 million in assets through a three-advisor team, utilizing fundamental and technical analysis across a range of investment instruments including equities, ETFs, mutual funds, fixed income, options, and structured notes.
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