Wealth manager, independent · Miami, FL
Corrales & Co.
Corrales & Company, LLC · SEC-registered investment adviser · CRD 332189 · SEC 801-130804
At a glance
Corrales & Co. is an SEC-registered investment adviser based in Miami, Florida, with $174 million in regulatory assets under management as of its Form ADV filed April 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 280 individual clients. By Form ADV it is a wealth manager, ranked 6,315th of 8,915 wealth managers and 12,947th of 17,210 SEC-registered advisers by assets.
Main office 239-421-5359LinkedInAs filed on Form ADV
- Regulatory AUM
- $174M
- Rank among wealth managers
- #6,315 of 8,915
- Rank among all SEC RIAs
- #12,947 of 17,210
- Rank in Florida
- #799 of 1,090
- Individual clients
- 280
- High-net-worth clients
- 57
- Accounts
- 738
- Discretionary
- 88% of AUM
- Employees
- 10
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Luis A. CorralesManaging Member and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Corrales & Co. is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names GT Securities as the broker-dealer its advisers are registered with.
Joseph Martin Landesman is a registered representative of GT Securities, Inc. and from time to time, will offer clients advice or products from those activities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 57 | $124M | 71% |
| Individuals | 223 | $39M | 22% |
| Pension and profit sharing plans | 9 | $10M | 6% |
| Corporations or other businesses | 12 | $1M | <1% |
| Charitable organizations | 3 | $1M | <1% |
Disciplinary disclosures
Corrales & Co. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Corrales & Co.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 5,696 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Corrales & Co. manage?
Corrales & Co. reports $174 million in regulatory assets under management across 738 accounts, 88% of it on a discretionary basis, on its Form ADV filed April 27, 2026.
What kind of firm is Corrales & Co.?
Corrales & Co. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Corrales & Co.’s clients?
By assets, its largest client types are high-net-worth individuals ($124 million, 57 clients); individuals ($39 million, 223 clients); pension and profit sharing plans ($10 million, 9 clients).
Does Corrales & Co. have any disciplinary history?
Corrales & Co. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Corrales & Co.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →