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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Horizon quantum
- Established Date
- 03-30-2018
- Office Locations
- 1
Office Locations
About Corrigit Capital Group
Corrigit Capital Group (CCG) is a boutique, fee-only fiduciary wealth manager providing total asset management and directly managed portfolios. The team—led by Managing Partners Bin Hong and Sen Zhang—builds customized, tax-aware portfolios to match investor goals, risk tolerance, and time horizon, combining technical and fundamental analysis with rules-based research. Uses a model-portfolio approach designed for consistent, fair account management; custody includes Charles Schwab.
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Owner & Executives
SEN NMN ZHANG
Chief Executive Officer, Founder, Managing Partner
- CRD
- #5611943
- Ownership
- 50% but less than 75%
Bin Hong
Chief Investment Officer
- CRD
- #6984348
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,474,032 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,474,032 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,474,032
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,825,549,465 | 21.2% |
| Corporate - Investment Grade | $3,065,545,328 | 35.6% |
| Public Funds | $1,205,551,533 | 14.0% |
| Cash | $2,514,436,055 | 29.2% |
| Total | $8,611,082,381 | 100.0% |