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CORBETT ROAD CAPITAL MANAGEMENT, LLC

MCLEAN, VA · CRD 305063 · IAPD ↗ · corbettroadcapital.com · 703-748-5831

$176.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — CORBETT ROAD CAPITAL MANAGEMENT, LLC reported RAUM up 217% ($45.9M -> $145.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — CORBETT ROAD CAPITAL MANAGEMENT, LLC reported RAUM down 29% ($64.4M -> $45.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.