Corry Capital Advisors, LLC (Sewickley)

Name: Corry Capital Advisors, LLC
Address: One Village Square, Sewickley, PA, 15143
Telephone: 1-412-741-2700

Corry Capital Advisors, LLC is a large advisory firm based in Sewickley. It manages $988.07 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, New York, and Pennsylvania.

Corry Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Corry Capital Advisors: assets under management

The assets under management (AUM) of Corry Capital Advisors, LLC is $988.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 454% since the beginning of its operation, and $508.58 million of the total AUM is attributable to clients outside of the United States.

The firm manages $988.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $109.79 million each.

Corry Capital Advisors has custody of $371.89 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corry Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Corry Capital Advisors serves?

The only and largest group of clients of Corry Capital Advisors is pooled investment vehicles with 9 clients and $988.07 million of assets under management. Among the 8 most similar advisory firms, Corry Capital Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $988.07 million for 9 clients. 33% of the firm’s clients are foreign persons or businesses.

Corry Capital Advisors also advises several private funds. Namely, seven other private funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $5,000,000.

Careers at Corry Capital Advisors, LLC

The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Paul Corry	Managing member	1 Apr 2006	75% - 100%	1504885
Michael Rae Rohm	Chief operating officer	1 Feb 2013	Other	2863948
Michelle Elaine Worsley	Chief financial officer	1 Mar 2013	Other	6466968
Zachary Sterrett Kappel	Chief compliance officer	1 Mar 2015	Other	6466966

Based in Sewickley

The principal office where Corry Capital Advisors, LLC performs its advisory services is located at One Village Square, Sewickley, PA 15143, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-412-741-2700 or by fax 1-412-741-2714. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at corrycapital.com.