AdvisorCensus / Financial advisors / Maryland / Baltimore / Corbyn Investment Management Inc
Corbyn Investment Management Inc is an SEC-registered investment advisory firm in Lutherville, MD, registered since 1973, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is Corbyn Investment Management Inc compensated?
On its Form ADV (Item 5.E, October 2026), Corbyn Investment Management Inc reports these compensation arrangements: a percentage of assets under its management.
Where is Corbyn Investment Management Inc located?
Corbyn Investment Management Inc's principal office is in Lutherville, MD, according to its Form ADV.
Is Corbyn Investment Management Inc registered with the SEC or a state?
Corbyn Investment Management Inc is an SEC-registered investment advisory firm, registered since 1973. Status as filed: Approved. CRD 104716.
How much does Corbyn Investment Management Inc manage?
Corbyn Investment Management Inc reports $1,005,472,384 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).
How have Corbyn Investment Management Inc's assets and staff changed since 2021?
In the Form ADV data for Corbyn Investment Management Inc: Regulatory assets under management: $914,447,106 in the October 2021 data and $1,005,472,384 in the October 2026 data, up 10%. Total employees: 11 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Corbyn Investment Management Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (273); high net worth individuals (106); corporations or other businesses not listed above (32).
Which custodians does Corbyn Investment Management Inc use?
Corbyn Investment Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and Wilmington Trust Investment Management as custodians holding 10% or more of its separately managed account assets.
Does Corbyn Investment Management Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104716
Does Corbyn Investment Management Inc state an account minimum?
Its Form ADV Part 2A brochure dated June 29, 2026 says: "We prefer that new accounts begin with a minimum balance of $500,000. Corbyn has the right to waive or modify minimums as deemed appropriate with respect to each individual account, client, and situation."
What changed in Corbyn Investment Management Inc's recent Form ADV filings?
In the February 2026 filing data: Registered or notice-filed in KS, ME, MS, OH, SC, WY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We prefer that new accounts begin with a minimum balance of $500,000. Corbyn has the right to waive or modify minimums as deemed appropriate with respect to each individual account, client, and situation.
As stated in the firm's Form ADV Part 2A brochure dated June 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,005,472,384 as of October 2026, filing dated June 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1973 (53 years)
- Employees
- Total: 10. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
28 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,005,472,384 | 10 | June 29, 2026 |
| October 2025 | $976,239,562 | 11 | July 16, 2025 |
| October 2024 | $939,296,547 | 11 | March 28, 2024 |
| October 2023 | $1,030,641,100 | 10 | August 18, 2023 |
| October 2022 | $1,024,798,273 | 11 | March 14, 2022 |
| October 2021 | $914,447,106 | 11 | September 21, 2021 |
Regulatory assets under management: $914,447,106 in the October 2021 data and $1,005,472,384 in the October 2026 data, up 10%.
Total employees: 11 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Registered or notice-filed in KS, ME, MS, OH, SC, WY.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Corbyn Investment Management Inc (CRD 104716): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/corbyn-investment-management-inc-lutherville-md-104716