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- Custodian
- Lincoln Financial · LPL Financial · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-2017
- Office Locations
- 1
Office Locations
About Corwin Company LLC
Corwin & Company is an Indianapolis-based RIA providing customized financial planning and portfolio management for private investors, with a niche serving multi-generational families. The firm coordinates closely with clients’ other professional advisors to align tax, estate, and succession planning with investment strategy. Portfolios are built primarily with public funds and ETFs, emphasizing active management, asset allocation, and risk management.
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Investment Themes
Investment Vehicles
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Owner & Executives
JOSHUA SCOTT CORWIN
Chief Compliance Officer, Managing Member
- CRD
- #3053056
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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