$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2020
- Office Locations
- 1
Office Locations
-- Indio CA
About Coryell Capital Management
Coryell Capital Management is a California-registered RIA and Commodity Trading Advisor providing tactical stock and bond portfolios, concentrated equity management, and tactical futures strategies for retail clients. Led by CFA charterholder Rick Coryell, the firm runs ETF-based SMAs and trades commodity interests (NFA 0523892) via Interactive Brokers.
Team overview
52 AVG AGE
$2.0M AVG AUM / ADVISOR
$196.8K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
RICHARD LEE CORYELL JR
Advisor, Owner
- CRD
- #2362908
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,968,118 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,968,118 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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