CORBETT ROAD CAPITAL MANAGEMENT, LLC

7901 Jones Branch Dr.
Suite 800
Mclean, Virginia 22102
Tel: 703-748-5831

About CORBETT ROAD CAPITAL MANAGEMENT, LLC

CORBETT ROAD CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CORBETT ROAD CAPITAL MANAGEMENT, LLC. The firm was established in 09/09/2019. They have over 1 offices throughout the country.

CORBETT ROAD CAPITAL MANAGEMENT, LLC is a Mclean, Virginia based Financial Planning firm with nearly $45,885,638 assets under management, offering retirement planning & investment advisory services to 174 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305063
SEC#	801-117314
Assets Managed by Firm	$45,885,638
No. of Clients	174
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	174	$45,885,638
Other investment advisers	3	$45,885,638

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VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
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