SourcingSourcing

CORRY CAPITAL ADVISORS, LLC

C34
CRD 165403·SEC 801-77749·VERO BEACH, FL
AUM
$2.01B
$1B+
Est. Revenue
$20.1M
@ 1% on AUM
Est. EBITDA
$6.0M
@ 30% margin
Est. Deal Value
$48.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORRY CAPITAL ADVISORS, LLC
CRD
165403
SEC file #
801-77749
EIN
383889041
DBA names
—

Economics

AUM
$2.01B
AUM band
$1B+
AUM trajectory
'20'26
$988.1M → $2.01B▲ +103%
Client mix
Pooled Investment Vehicles19

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
VERO BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
corrycapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORRY, WILLIAM, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CORRY, WILLIAM, PAUL
ALFIERI, DENISE, DIANE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CORRYCAPITAL.COM
Rdap Domain Creation Date
2006-02-27T14:41:21Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
120,644
Form 5500 Compensation Trajectory 3y
2025113,263
20267,381
Form 5500 Plan Count Trajectory 3y
20254
20261
Schedule C Total Compensation
120,644
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001568358
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2013-02-01
Edgar Last Filing Date
2025-10-29
Edgar Form D Count
6
Edgar Form D Offerings
2025-10-292025-10-29 · 0001568358-25-000003
2024-11-132024-11-13 · 0001568358-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo16
Northern Trust14
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
3505 OCEAN BEACH DRIVEVERO BEACH, FL 32963
Business
3505 OCEAN BEACH DRIVEVERO BEACH, FL 32963
Edgar EIN
383889041
Edgar Recent Filings
D/A2025-10-29 · 0001568358-25-000003
D/A2024-11-13 · 0001568358-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-27T14:41:21Z
Rdap Domain Last Changed
2023-12-29T08:34:49Z
Rdap Nameservers
Ns8.wixdns.netNs9.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1504885
Trust Company Affiliate
No

People (4)

4
CORRY, WILLIAM, PAUL
Direct Owner · 87.5%
1504885
ALFIERI, DENISE, DIANE
Executive Officer · 2.5%
4574164
KAPPEL, ZACHARY, STERRETT
Executive Officer · 2.5%
6466966
WORSLEY, MICHELLE, ELAINE
Executive Officer · 2.5%
6466968