DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
C••••• I••••••••• M••••••••• I••
Latest filing Jun 29, 2026
First filing on the tape Mar 20, 2012 · 44 filings
SEC status approved since Mar 9, 1973
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
36%
$366M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$144M
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$1.0B as of Jun 29, 2026
Mar 20, 2012$1.1B then
HNW client RAUM$230M as of Jun 29, 2026
Feb 27, 2018$292M then
State-registered IARs (5.B.3)7 as of Jun 29, 2026
Mar 20, 20120 then
Employees (5.A)10 as of Jun 29, 2026
Jan 22, 201311 then
Private funds: no history
RAUM +3.0% over the last fiscal year-0.8% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Jun 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $144MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 54derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $2.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.6%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$508M51%
- High-net-worth individuals$230M23%
- Individuals$136M14%
- Corporations and businesses$72.2M7.2%
- Charitable organizations$53.1M5.3%
- Pension and profit-sharing plans$4.3M0.4%
- Insurance companies$849,4560.1%
- Individual clients
- 273reported
- HNW clients
- 106reported
- Pension plan clients
- 4reported
- Charitable clients
- 24reported
- Accounts
- 512reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.36 fund_share=0.51 institutional_share=0.06 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••••• V•• K•••• C••••••Chartered Financial Analyst | Lutherville, Md | Jan 1, 1999 | 43 y | 0 |
| M•••••• J••••• F••••••Chartered Financial Analyst | Lutherville, Md | Jan 1, 1999 | 36 y | 0 |
| W•••••• E•••• W•••• | Ponte Vedra Beach, Fl | Feb 6, 2013 | 23 y | 0 |
| D•••• J••• P•••••• | Lutherville, Md | Feb 10, 2015 | 12 y | 0 |
| M•••••• A••••• G••••••Chartered Financial Analyst | Lutherville, Md | Jan 20, 2017 | 23 y | 0 |
| M•••••• J••••• P••••••••• | Lutherville, Md | Jan 23, 2017 | 25 y | 0 |
| G••••• A• T•••••Chartered Financial Analyst | Lutherville, Md | Mar 17, 2022 | 22 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- T••• B••••••• G•••••• to J••••• M••••••••• S•••• L••Jan 10, 2023 · RIA to affiliated broker-dealer or bank
- T•••• B••••••• R••• to S•••••• • C••• I•••Dec 20, 2017 · Other
Joined, latest
- G••••• A• T••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Mar 17, 2022 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- P••••••••• M••••••• J••••• · Portfolio Manager, President, Directorcontrolsince 01/2021 · owns 25% to 50%
- T•••••• G•••••• A• · Portfolio Manager, Senior Vice President, Directorcontrolsince 08/2023 · owns 25% to 50%
- C••••••• C••••••• V•• K•••• · Portfolio Managersince 01/1994 · owns 5% to 10%
- D••••••• M••••• M••••• · Chief Compliance Officersince 08/2023 · owns less than 5%
- F••••••• M••••••• J••••• · Portfolio Managersince 01/2021 · owns less than 5%
- G••••••• M••••••• A••••• · Portfolio Manager, Senior Vice President, Secretary, Directorsince 09/2009 · owns 10% to 25%
- G••••• T•••••• E• · Chief Compliance Officersince 10/2025 · owns less than 5%
- W••••• W••••••• E•••• · Vice President, National Sales Director, Directorsince 12/2002 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lutherville, Md · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 456 to 512Jan 6, 2026 to Mar 25, 2026
- Charity clients · 28 to 24Jan 6, 2026 to Mar 25, 2026
- Corporate clients · 29 to 32Jan 6, 2026 to Mar 25, 2026
- HNW clients · 111 to 106Jan 6, 2026 to Mar 25, 2026
- Individual clients · 278 to 273Jan 6, 2026 to Mar 25, 2026
- Pension plan clients · 8 to 4Jan 6, 2026 to Mar 25, 2026
- Employees · 11 to 10Jan 6, 2026 to Mar 25, 2026
- Discretionary RAUM · $976M to $1.0BJan 6, 2026 to Mar 25, 2026
- HNW RAUM · $254M to $230MJan 6, 2026 to Mar 25, 2026
- Individual RAUM · $146M to $136MJan 6, 2026 to Mar 25, 2026
- Pension RAUM · $7.7M to $4.3MJan 6, 2026 to Mar 25, 2026
- RAUM · $976M to $1.0BJan 6, 2026 to Mar 25, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jul 16, 2025
- Accounts · 612 to 456Mar 28, 2024 to Mar 27, 2025
- Advisory employees · 5 to 7Mar 28, 2024 to Mar 27, 2025
- Charity clients · 32 to 28Mar 28, 2024 to Mar 27, 2025
- Corporate clients · 37 to 29Mar 28, 2024 to Mar 27, 2025
- HNW clients · 162 to 111Mar 28, 2024 to Mar 27, 2025
- Individual clients · 368 to 278Mar 28, 2024 to Mar 27, 2025
- Pension plan clients · 11 to 8Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $939M to $976MMar 28, 2024 to Mar 27, 2025
- HNW RAUM · $260M to $254MMar 28, 2024 to Mar 27, 2025
- Individual RAUM · $186M to $146MMar 28, 2024 to Mar 27, 2025
- Pension RAUM · $15.3M to $7.7MMar 28, 2024 to Mar 27, 2025
- RAUM · $939M to $976MMar 28, 2024 to Mar 27, 2025
- Accounts · 744 to 612Aug 18, 2023 to Mar 28, 2024
- BD registered reps · 0 to 2Aug 18, 2023 to Mar 28, 2024
- Charity clients · 31 to 32Aug 18, 2023 to Mar 28, 2024
- Corporate clients · 50 to 37Aug 18, 2023 to Mar 28, 2024
- HNW clients · 133 to 162Aug 18, 2023 to Mar 28, 2024
- Individual clients · 516 to 368Aug 18, 2023 to Mar 28, 2024
- Pension plan clients · 12 to 11Aug 18, 2023 to Mar 28, 2024
- Employees · 10 to 11Aug 18, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.0B to $939MAug 18, 2023 to Mar 28, 2024
- HNW RAUM · $287M to $260MAug 18, 2023 to Mar 28, 2024
- Individual RAUM · $252M to $186MAug 18, 2023 to Mar 28, 2024
- Pension RAUM · $22.3M to $15.3MAug 18, 2023 to Mar 28, 2024
- RAUM · $1.0B to $939MAug 18, 2023 to Mar 28, 2024
- Accounts · 739 to 744Jan 10, 2023 to Feb 21, 2023
- Charity clients · 28 to 31Jan 10, 2023 to Feb 21, 2023
Signals
1 dated events
- T••• B••••••• G•••••• left C••••• I••••••••• M••••••••• I•• for J••••• M••••••••• S•••• L•• (registered 2023-01-06)Jan 10, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- hkaraolis@greenspringfund.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 410-307-1513reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 410-307-1511reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 410-823-5353reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/corbyn-investment-management-inc.reportedpublic record, Form ADV, Sep 18, 2026
- Website
- greenspringfund.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 410-832-5500reportedpublic record, Form ADV, Jun 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $144Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026