RIA Intel›Advisers›Kentucky›CORLEY CAPITAL LLC

CORLEY CAPITAL LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$410K

across 48 accounts

AUM per adviser

$20M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$20M

Discretionary %

100%

Clients

44

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, OK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in KY

Closest by assets under management. All figures from Form ADV.

LLOYD FINANCIAL GROUP LLC

UNION, KY

$20M

TRELLA WEALTH LLC

$19M

CONTEXT FINANCIAL LLC

LEXINGTON, KY

$21M

PROFOLIO INVESTMENTS, INC.

$18M

STONEWALL CAPITAL PARTNERS PSC

LEXINGTON, KY

$18M

CLEAR TRACE, LLC

$22M

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