Corbett Road Capital Management, LLC (Mclean)

Corbett Road Capital Management, LLC is an investment adviser to an investment company based in Mclean. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Virginia.

Corbett Road Capital Management provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Corbett Road Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Christopher Scott Airey serves?

The only and largest group of clients of Christopher Scott Airey is investment companies with 1 clients and $0 of assets under management. Among the 2 most similar advisory firms, Corbett Road Capital Management has the highest percentage of investment companies out of all clients.

None of the firm’s clients are foreign persons or businesses.

Corbett Road Capital Management doesn't advise any private funds.

Careers at Corbett Road Capital Management, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Christopher Scott Airey has been acting as President since 1 Jul 2019. Lance Wayne Whittemore joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Scott Airey	President	1 Jul 2019	Other	3083616
Lance Wayne Whittemore	Chief compliance officer	1 Aug 2019	Other	2767390
Corbett Road Investment Partners	Owner	1 Aug 2019	75% - 100%	84-2592490

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Lloyd Blisk	Managing member	1 Mar 2010	75% - 100%	2155652
Christopher Scott Airey	Owner	1 Nov 2013	75% - 100%	3083616
Lm Securities Llc	Member	1 May 2017	Other	82-1678401
Llc Spire Investment Partners	Shareholder	1 Jul 2019	50% - 75%	260774721
Llc Corbett Road Investment Management	Shareholder	1 Jul 2019	25% - 50%	46-4145531

Based in Mclean

The principal office where Corbett Road Capital Management, LLC performs its advisory services is located at 7901 Jones Branch Dr., Mclean, VA 22102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-748-5831 or by fax (703) 543-9259. The normal business hours are 9:30am - 4:30pm on Monday - Friday.