# Corrales & Co. > Corrales & Co. is an SEC-registered investment advisory firm in Miami, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026. - CRD: 332189 - Filed as: CORRALES & CO. - Legal name: Corrales & Company, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Miami, FL - Filing period: October 2026 - Form ADV filing dated: April 27, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332189 - AdvisorCensus page: https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189 ## Quick answers **How is Corrales & Co. compensated?** On its Form ADV (Item 5.E, October 2026), Corrales & Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). **Where is Corrales & Co. located?** Corrales & Co.'s principal office is in Miami, FL, according to its Form ADV. **Is Corrales & Co. registered with the SEC or a state?** Corrales & Co. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332189. **How much does Corrales & Co. manage?** Corrales & Co. reports $174,189,878 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (88% discretionary). **How have Corrales & Co.'s assets and staff changed since 2024?** In the Form ADV data for Corrales & Co.: Regulatory assets under management: $0 in the October 2024 data and $174,189,878 in the October 2026 data. Total employees: 3 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Corrales & Co. serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (223); high net worth individuals (57); corporations or other businesses not listed above (12). **Which custodians does Corrales & Co. use?** Corrales & Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Corrales & Co. 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/332189 **Does Corrales & Co. state an account minimum?** Its Form ADV Part 2A brochure dated April 27, 2026 says: "There is no account minimum for any of Corrales & Co.’s services." **What changed in Corrales & Co.'s recent Form ADV filings?** In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026) - Account minimum: None > There is no account minimum for any of Corrales & Co.’s services. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. 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. ### Regulatory assets under management (Item 5.F) - Total: $174,189,878 - Discretionary: $152,858,001 - Non-discretionary: $21,331,877 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 223 | $38,825,917 | | High net worth individuals | 57 | $123,746,410 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $9,808,409 | | Charitable organizations | 3 | $504,383 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 12 | $1,304,759 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - 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 advisers (including private fund managers) - Educational seminars/workshops ### Firm details - Registered since: 2024 (2 years) - Employees: 10 total, 6 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, DC, FL, GA, IL, LA, MA, MD, MI, NC, NH, NY, OH, PA, TX, VA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - Facebook @Luis-Corrales - Instagram @theluiscorrales - LinkedIn @corrales-co - TikTok @theluiscorrales - YouTube @theluiscorrales ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2024 | $0 | 3 | September 30, 2024 | | October 2025 | $167,494,419 | 4 | July 2, 2025 | | October 2026 | $174,189,878 | 10 | April 27, 2026 | Regulatory assets under management: $0 in the October 2024 data and $174,189,878 in the October 2026 data. Total employees: 3 in October 2024 and 10 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 5 to 6. ### January 2026 - Employees performing advisory functions went from 4 to 5. - Registered or notice-filed in GA. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corrales & Co. (CRD 332189): Form ADV filing data as of October 2026.