A complete list of active advisors currently associated with Corrigit Capital Group

Warmer can help you find a great advisor at Corrigit Capital Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Corrigit Capital Group, 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.