A complete list of active advisors currently associated with Coryell Capital Management

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

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.

To learn more about the advisors currently working at Coryell Capital Management, 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.