{
  "crd_number": 312196,
  "slug": "corinthian-wealth-management-san-jose-ca-312196",
  "primary_business_name": "CORINTHIAN WEALTH MANAGEMENT",
  "legal_name": "CORINTHIAN WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "San Jose",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-07-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 131665540.0,
  "raum_discretionary": 126154818.0,
  "raum_non_discretionary": 5510722.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 131665540.0,
      "count": 189
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://corinthianwealth.com",
    "https://facebook.com/corinthianwealth",
    "https://linkedin.com/company/corinthian-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312196",
  "city_as_filed": "SAN JOSE",
  "url": "https://advisorcensus.com/firm/corinthian-wealth-management-san-jose-ca-312196",
  "display_name": "Corinthian Wealth Management",
  "summary": "Corinthian Wealth Management is an SEC-registered investment advisory firm in San Jose, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.",
  "citation": "AdvisorCensus. Corinthian Wealth Management (CRD 312196): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Corinthian Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Corinthian Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Corinthian Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated July 29, 2026 states: Flat fee: $3,000 to $12,000 (comprehensive financial planning services); Hourly rate: $300 to $500 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Corinthian Wealth Management located?",
      "a": "Corinthian Wealth Management's principal office is in San Jose, CA, according to its Form ADV."
    },
    {
      "q": "Is Corinthian Wealth Management registered with the SEC or a state?",
      "a": "Corinthian Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 312196."
    },
    {
      "q": "How much does Corinthian Wealth Management manage?",
      "a": "Corinthian Wealth Management reports $131,665,540 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (96% discretionary)."
    },
    {
      "q": "How have Corinthian Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Corinthian Wealth Management: Regulatory assets under management: $100,000,000 in the October 2021 data and $131,665,540 in the October 2026 data, up 32%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Corinthian Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189)."
    },
    {
      "q": "Does Corinthian Wealth Management report any disciplinary disclosures?",
      "a": "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/312196"
    },
    {
      "q": "Does Corinthian Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 29, 2026 says: \"Our account minimum is $150,000.\""
    },
    {
      "q": "What changed in Corinthian Wealth Management's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 100000000.0,
      "total_employees": 3,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 104270715.0,
      "total_employees": 3,
      "filing_date": "2022-02-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 131665540.0,
      "total_employees": 3,
      "filing_date": "2026-07-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$150,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,000 to $12,000 (comprehensive financial planning services)",
      "Hourly rate: $300 to $500 an hour"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $150,000"
        ],
        "quotes": [
          "Our account minimum is $150,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 to $12,000 (comprehensive financial planning services)"
        ],
        "quotes": [
          "Fees for comprehensive financial planning services depend on the complexity of the plan and the client’s needs, and typically range from $3,000 to $12,000 per plan, as agreed with the client in advance."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 to $500 an hour"
        ],
        "quotes": [
          "Hourly rates range from $300 to $500 per hour and may be billed monthly or upon completion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 150000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 3000.0,
          "max": 12000.0,
          "period": "one_time",
          "service": "comprehensive financial planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 300.0,
          "max": 500.0,
          "period": "hour",
          "service": "Hourly rates"
        }
      ]
    },
    "quotes": [
      "Our account minimum is $150,000.",
      "Fees for comprehensive financial planning services depend on the complexity of the plan and the client’s needs, and typically range from $3,000 to $12,000 per plan, as agreed with the client in advance.",
      "Hourly rates range from $300 to $500 per hour and may be billed monthly or upon completion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/corinthian-wealth-management-san-jose-ca-312196.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 189,
      "fewer_than_5": false,
      "raum": 131665540.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312196",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}