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 provides discretionary investment management to individuals, trusts, IRAs and small businesses, and also accepts institutional mandates and sub-advisor relationships with other advisors. Its services include tactical balanced portfolios and an S&P 500–focused strategy that can be paired with a futures and options overlay called the CCM One Eleven Program; the firm is registered as a Commodity Trading Advisor. The firm’s approach emphasizes portfolio-level risk and opportunity management rather than individual security selection, using a proprietary S&P 500 valuation model and multifactor research to actively manage portfolio beta and option Greeks (Delta, Gamma, Theta, Vega). It uses derivatives opportunistically to hedge downside volatility and pursue tactical asset allocation while seeking to limit investor all‑in costs through low‑cost ETFs and disciplined trade execution. Distinctive features include the combination of retail separate‑account management with a registered CTA overlay—an arrangement that is uncommon among independent advisers—and the firm’s explicit role offering portfolio management to institutional clients and other RIAs. The brochure also notes an organizational emphasis on research and ethical standards (adherence to the CFA Institute Code of Ethics), avoidance of soft‑dollar arrangements, and documented custodial reconciliation and compliance practices.

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.