RIA Intel›Advisers›Indiana›CORWIN COMPANY LLC

CORWIN COMPANY LLC

Advisory

INDIANAPOLIS, IN

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in IN

#208

of 270 advisers by AUM

Average account

$3M

across 35 accounts

AUM per adviser

$101M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$101M

Discretionary AUM$101M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients95

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, IN, OH, 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

95 clients

38 high-net-worth

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

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