SourcingSourcing

CORBETT ROAD CAPITAL MANAGEMENT, LLC

C45
CRD 305063·SEC 801-117314·MCLEAN, VA
AUM
$176.3M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$529K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORBETT ROAD CAPITAL MANAGEMENT, LLC
CRD
305063
SEC file #
801-117314
EIN
541831247
DBA names
—

Economics

AUM
$176.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$112.4M → $176.3M▲ +57%
Client mix
Other Investment Advisers3

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
corbettroadcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORBETT ROAD INVESTMENT PARTNERS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CORBETT ROAD INVESTMENT PARTNERS
AIREY, CHRISTOPHER, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CORBETTROADCAPITAL.COM
Rdap Domain Creation Date
2019-10-04T18:27:31Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
19,334
Form 5500 Compensation Trajectory 3y
202519,334
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
19,334
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001858740
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-05-07
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001858740-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
7901 JONES BRANCH DR.SUITE #800MCLEAN, VA 22102
Business
7901 JONES BRANCH DR.SUITE #800MCLEAN, VA 22102
Edgar EIN
541831247
Edgar Recent Filings
13F-HR2026-04-22 · 0001858740-26-000002
13F-HR2026-01-14 · 0001858740-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-10-04T18:27:31Z
Rdap Domain Last Changed
2024-10-05T16:16:00Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (1)

1
AIREY, CHRISTOPHER, SCOTT
Executive Officer · 2.5%
3083616