Coryell Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coryell Capital Management is an independent, single-advisor investment manager that provides discretionary portfolio management to individuals, trusts, IRAs, small businesses, institutional clients, and other registered investment advisors. The firm offers customized equity-focused strategies and a tactical balanced account, and it makes a separately contracted futures and options overlay (the CCM One Eleven Program) available to clients who enroll.
The firm concentrates on U.S. large-cap portfolio beta and option exposure rather than individual security selection, using a proprietary S&P 500 valuation model and multifactor quantitative research to adjust beta and monitor option Greeks (delta, gamma, vega, theta). It employs futures and options overlays to hedge volatility and seek risk-adjusted returns while emphasizing lower all-in costs through use of low-cost ETFs and a cost-conscious trading approach.
Distinctive features include registration as a Commodity Trading Advisor with the National Futures Association and the offering of an incentive-fee CTA overlay alongside traditional asset-based advisory services, as well as serving institutional clients and acting as a sub-advisor to other RIAs—services that are uncommon for firms of this size. The firm reports modest total securities AUM (approximately $1.97 million) and manages a limited notional amount in its CTA program (reported at $1 million), and its principal holds the CFA charter and teaches finance part time, supporting a research-oriented, specialist focus.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,000.01 - $1,000,000: 0.75% $1,000,000.01 - $5,000,000: 0.50% $5,000,000.01 - $10,000,000.01: 0.25% $10,000,000.01+: 0.10%
15% of net profits in the CCM One Eleven Program (futures and futures options overlay). Performance-based fees apply only to this separate CTA program and not to securities accounts.
Fee-only: Tiered fees as percentage of assets under management for securities portfolios.
Main office
Indio CA
Advisors at this office
1
Most active in
California
Also doing business as
Coryell Capital Management · Coryell Capital Management. LLC
Disclosures
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Business activities & affiliations
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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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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