SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Corrales & Co.
Miami, FL
Corrales & Company, LLC, CRD 332189
Firm filing updated April 27, 2026 ·
- $174.2MAssets
- 6Advisory staff
- 738Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals223
- High net worth individuals57
- Corporations or other businesses12
- Pension and profit sharing plans9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 223 | $38.8 million |
| High net worth individuals | 57 | $123.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $9.8 million |
| Charitable organizations | Fewer than 5 clients | $504,383 |
| Corporations or other businesses not listed above | 12 | $1.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$174.2 million
- Accounts738
- Discretionary$152.9 million · 645 accounts
- Non-discretionary$21.3 million · 93 accounts
People
- Employees10
- Advisory staff6
- Broker-dealer reps2
- Licensed insurance agents1
- Planning clients26 to 50
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Corrales & Company, LLC SEC-registered investment advisor. CRD 332189, SEC file 801-130804.
- Registered with the SEC as an investment advisor (status date on record: August 12, 2024).
Is Corrales & Co. a fiduciary?
Short answer: Corrales & Co. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
1 staff member is a licensed insurance agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.