DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

CORBENIC PARTNERS, LLC

CRD 158681

BETHLEHEM, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef4ea460-de50-6a0a-202a-ee1865b0cdfd

Data as of Mar 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 10
On other graphs: 0
Observed: Nov 17, 2011 to Mar 22, 2022
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1BItem 5.F on the latest filing (2022-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,031
Individual clients: 89
High net worth clients: 137
Custody, client assets: $294M
SEC number: 801-72703
CRD: 158681
Filings on the tape: 31
First filed: Nov 17, 2011
Latest filed: Mar 22, 2022
Organised: Limited Liability Company, Pennsylvania

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BALASH, ASHLEY, ROSE	DIRECTOR OF OPERATIONS	Na	yes	01/2020	Mar 20, 2020	Mar 22, 2022
Borda, Mark	PARTNER/PORTFOLIO MANAGER	Na	yes	12/2021	Feb 21, 2022	Mar 22, 2022
GRISWOLD, BRAD, LEE JAMES	MANAGING PARTNER	D	yes	01/2021	Nov 17, 2011	Mar 22, 2022
STRANGE, MELANIE	CHIEF COMPLIANCE OFFICER	Na	yes	01/2020	Mar 20, 2020	Mar 22, 2022
Velekei, William, Kenneth	Partner	C	yes	01/2021	Feb 22, 2021	Mar 22, 2022
BRAGANO, ANTHONY, MICHAEL	Partner	Na	no	12/2018	Nov 17, 2011	Mar 22, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONCANNON MILLER & CO. P.C.	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Feb 21, 2022	$1.1B	$1.1B	10	5	0	n/a	n/a
2020	Feb 22, 2021	$578M	$572M	8	4	0	n/a	n/a
2019	Mar 20, 2020	$510M	$507M	8	5	0	n/a	n/a
2018	Mar 28, 2019	$379M	$374M	9	4	0	n/a	n/a
2017	Mar 30, 2018	$488M	$487M	8	3	0	n/a	n/a
2016	Feb 13, 2017	$419M	$418M	9	5	n/a	n/a	n/a
2015	Mar 15, 2016	$354M	$352M	9	4	n/a	n/a	n/a
2014	Feb 2, 2015	$322M	$320M	8	4	n/a	n/a	n/a
2013	Feb 13, 2014	$266M	$266M	8	5	n/a	n/a	n/a
2012	Mar 25, 2013	$230M	$230M	7	4	n/a	n/a	n/a
2011	Feb 7, 2012	$200M	$200M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$1.1B	$578M	92.5%	$379M	43.2%	9	8	1	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Mariner	3	Sep 1, 2022	Jul 5, 2022	BETHLEHEM, PA	Firm absorbed	RIA to ibd	100.0%
MORTON BROWN FAMILY WEALTH LLC	2	Apr 30, 2018	Apr 25, 2018	BETHLEHEM, PA	Team lift out	RIA to new firm	50.0%

Relationships

Controls (5)

← GRISWOLD, BRAD, LEE JAMESOwnerMANAGING PARTNER, ownership code D, individual
Nov 17, 2011 to presentfactForm ADV
← STRANGE, MELANIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 20, 2020 to presentfactForm ADV
← BALASH, ASHLEY, ROSEOwnerDIRECTOR OF OPERATIONS, ownership code NA, individual
Mar 20, 2020 to presentfactForm ADV
← Velekei, William, KennethOwnerPARTNER, ownership code C, individual
Feb 22, 2021 to presentfactForm ADV
← Borda, MarkOwnerPARTNER/PORTFOLIO MANAGER, ownership code NA, individual
Feb 21, 2022 to presentfactForm ADV

Owns (1)

← BRAGANO, ANTHONY, MICHAELOwnerPARTNER, ownership code NA, individual
Nov 17, 2011 to presentfactForm ADV

Registered with (6)

← DAVID GEORGE GIVLERAdvisorregistration: previous registration
Sep 24, 2018 to Sep 1, 2022factForm ADV
← William Kenneth VelekeiAdvisorregistration: previous registration
Aug 24, 2016 to Sep 1, 2022factForm ADV
← Mark BordaAdvisorregistration: previous registration
Jun 15, 2021 to Sep 1, 2022factForm ADV
← SEAN GREGORY LINDERAdvisorregistration: previous registration
Sep 27, 2013 to May 15, 2020factForm ADV
← KATHRYN MARIE BROWNAdvisorregistration: previous registration
Sep 8, 2011 to Apr 30, 2018factForm ADV
← DENNIS CHARLES MORTONAdvisorregistration: previous registration
Sep 8, 2011 to Apr 30, 2018factForm ADV

Moved with (2)

→ MARINERRegistered adviser3 advisors, firm absorbed, same day
Sep 1, 2022 to Jul 5, 2022factForm ADV
→ MORTON BROWN FAMILY WEALTH LLCRegistered adviser2 advisors, team lift out, same day
Apr 30, 2018 to Apr 25, 2018factForm ADV

Dated events

Occurred
Sep 1, 2022
Firm absorbed
Corbenic Partners, LLC's advisors moved to Mariner (Bethlehem, PA): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Sep 1, 2022
Advisor changed firm
David George Givler left Corbenic Partners, Llc for Mariner (registered 2022-07-01)
Form ADVobserved 5 days ago
Occurred
Sep 1, 2022
Advisor changed firm
William Kenneth Velekei left Corbenic Partners, Llc for Mariner (registered 2022-07-01)
Form ADVobserved 5 days ago
Occurred
Sep 1, 2022
Advisor changed firm
Mark Borda left Corbenic Partners, Llc for Mariner (registered 2022-07-05)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2022
Regulatory AUM changed
Corbenic Partners, Llc reported RAUM $1.1B, up 92% from $577.7M (2021-05-05 to 2022-02-21)
Form ADVobserved 5 days ago
$534M
Occurred
Feb 21, 2022
Control person joined
Mark Borda (Partner/Portfolio Manager) appeared on Schedule A of Corbenic Partners, Llc
Form ADVobserved 5 days ago
Occurred
Feb 22, 2021
Control person joined
Kenneth William Velekei (Partner) appeared on Schedule A of Corbenic Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 20, 2020
Regulatory AUM changed
Corbenic Partners, Llc reported RAUM $509.7M, up 34% from $379.0M (2019-10-09 to 2020-03-20)
Form ADVobserved 5 days ago
$131M
Occurred
Mar 20, 2020
Control person joined
Melanie Strange (Chief Compliance Officer) appeared on Schedule A of Corbenic Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 20, 2020
Control person joined
Rose Ashley Balash (Director Of Operations) appeared on Schedule A of Corbenic Partners, Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef4ea460-de50-6a0a-202a-ee1865b0cdfd
First observed: Nov 17, 2011
Last observed: Mar 22, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORBENIC PARTNERS, LLC

CRD 158681

BETHLEHEM, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef4ea460-de50-6a0a-202a-ee1865b0cdfd

Data as of Mar 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BALASH, ASHLEY, ROSE

DIRECTOR OF OPERATIONS

yes

01/2020

Mar 20, 2020

Mar 22, 2022

Borda, Mark

PARTNER/PORTFOLIO MANAGER

yes

12/2021

Feb 21, 2022

Mar 22, 2022

GRISWOLD, BRAD, LEE JAMES

MANAGING PARTNER

yes

01/2021

Nov 17, 2011

Mar 22, 2022

STRANGE, MELANIE

CHIEF COMPLIANCE OFFICER

yes

01/2020

Mar 20, 2020

Mar 22, 2022

Velekei, William, Kenneth

Partner

yes

01/2021

Feb 22, 2021

Mar 22, 2022

BRAGANO, ANTHONY, MICHAEL

Partner

12/2018

Nov 17, 2011

Mar 22, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONCANNON MILLER & CO. P.C.

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Feb 21, 2022

$1.1B

n/a

2020

Feb 22, 2021

$578M

$572M

n/a

2019

Mar 20, 2020

$510M

$507M

n/a

2018

Mar 28, 2019

$379M

$374M

n/a

2017

Mar 30, 2018

$488M

$487M

n/a

2016

Feb 13, 2017

$419M

$418M

n/a

2015

Mar 15, 2016

$354M

$352M

n/a

2014

Feb 2, 2015

$322M

$320M

n/a

2013

Feb 13, 2014

$266M

n/a

2012

Mar 25, 2013

$230M

n/a

2011

Feb 7, 2012

$200M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$1.1B

$578M

92.5%

$379M

43.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Mariner

Sep 1, 2022

Jul 5, 2022

BETHLEHEM, PA

Firm absorbed

RIA to ibd

100.0%

MORTON BROWN FAMILY WEALTH LLC

Apr 30, 2018

Apr 25, 2018

BETHLEHEM, PA

Team lift out

RIA to new firm

50.0%