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.
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SEC-registered adviser
C•••••• R••• C•••••• M••••••••• L••
Latest filing Jun 5, 2026
First filing on the tape Aug 12, 2019 · 26 filings
SEC status approved since Sep 9, 2019
RAUM
$176M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$176M as of Jun 5, 2026
Mar 27, 2020$108M then
HNW client RAUM$0 as of Jun 5, 2026
Mar 27, 2020$21.6M then
State-registered IARs (5.B.3)3 as of Jun 5, 2026
Mar 27, 20203 then
Employees (5.A)5 as of Jun 5, 2026
Mar 27, 20205 then
Private funds: no history
RAUM +21% over the last fiscal year+29% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jun 5, 2026; every figure names its basis
- RAUM per advisor
- $58.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $450,794derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$176M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 391reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••• C••••••••• S•••• · Presidentcontrolsince 07/2019 · owns less than 5%
- A••••• C••••••••• S•••• · Ownercontrolsince 11/2013 · owns 50% to 75% of C•••••• R••• I••••••••• M••••••••• L••
- B••••• D••••• L•••• · Managing Membercontrolsince 03/2010 · owns 75% or more of S•••• I••••••••• P•••••••• L••
- D••••••• D••••• B•••••• · Chief Compliance Officersince 09/2022 · owns less than 5%
- A••••• L•••• M•••• · Trustee, L• T••••since 12/2020 · owns 25% to 50% of C•••••• R••• I••••••••• M••••••••• L••
Entity owners
- C•••••• R••• I••••••••• P••••••• · Ownerdirect · owns 75% or more
- C•••••• R••• I••••••••• M••••••••• L•• · Shareholderindirect · owns 25% to 50% of C•••••• R••• I••••••••• P•••••••
- S•••• I••••••••• P•••••••• L•• · Shareholderindirect · owns 50% to 75% of C•••••• R••• I••••••••• P•••••••
- L• T•••• · Ownerindirect · owns 25% to 50% of C•••••• R••• I••••••••• M••••••••• L••
Related persons
Schedule D 7.A
- S•••• S••••••••• L••broker-dealern
- S•••• W••••• M••••••••• L••investment advisernRAUM $4.5B
Advisers that list C•••••• R••• C•••••• M••••••••• L•• as a related person
- 113908 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mclean, Va · principal | 0 | 0 | 3 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 336 to 391Mar 25, 2025 to Mar 24, 2026
- Discretionary RAUM · $146M to $176MMar 25, 2025 to Mar 24, 2026
- RAUM · $146M to $176MMar 25, 2025 to Mar 24, 2026
- Accounts · 174 to 336Jan 24, 2025 to Mar 25, 2025
- Financial planning clients · unset to Jan 24, 2025 to Mar 25, 2025
- Discretionary RAUM · $45.9M to $146MJan 24, 2025 to Mar 25, 2025
- RAUM · $45.9M to $146MJan 24, 2025 to Mar 25, 2025
- Advisory employees · 4 to 3Mar 26, 2024 to Apr 17, 2024
- BD registered reps · 4 to 3Mar 26, 2024 to Apr 17, 2024
- Employees · 6 to 5Mar 26, 2024 to Apr 17, 2024
- Insurance-licensed employees · 4 to 3Mar 26, 2024 to Apr 17, 2024
- State-registered IARs · 4 to 3Mar 26, 2024 to Apr 17, 2024
- Accounts · 235 to 174Jan 12, 2024 to Mar 26, 2024
- Advisory activities · 2 to 1Jan 12, 2024 to Mar 26, 2024
- Discretionary RAUM · $64.4M to $45.9MJan 12, 2024 to Mar 26, 2024
- RAUM · $64.4M to $45.9MJan 12, 2024 to Mar 26, 2024
- Advisory employees · 3 to 4Sep 17, 2023 to Sep 20, 2023
- BD registered reps · 3 to 4Sep 17, 2023 to Sep 20, 2023
- Employees · 4 to 6Sep 17, 2023 to Sep 20, 2023
- Insurance-licensed employees · 3 to 4Sep 17, 2023 to Sep 20, 2023
- State-registered IARs · 3 to 4Sep 17, 2023 to Sep 20, 2023
- Discretionary RAUM · $81.2M to $64.4MMar 24, 2023 to Jul 31, 2023
- RAUM · $81.2M to $64.4MMar 24, 2023 to Jul 31, 2023
- Employees · 5 to 4Jan 24, 2023 to Mar 24, 2023
- Discretionary RAUM · $80.8M to $81.2MJan 24, 2023 to Mar 24, 2023
- RAUM · $80.8M to $81.2MJan 24, 2023 to Mar 24, 2023
- Accounts · 294 to 235Dec 3, 2021 to Mar 30, 2022
- Pooled vehicle clients · unset to 0.0Dec 3, 2021 to Mar 30, 2022
- Discretionary RAUM · $115M to $80.8MDec 3, 2021 to Mar 30, 2022
- HNW RAUM · unset to 0.0Dec 3, 2021 to Mar 30, 2022
- Individual RAUM · unset to 0.0Dec 3, 2021 to Mar 30, 2022
- RAUM · $115M to $80.8MDec 3, 2021 to Mar 30, 2022
- Accounts · 279 to 294Jun 25, 2020 to Feb 26, 2021
- HNW clients · 38 to 0Jun 25, 2020 to Feb 26, 2021
- Individual clients · 182 to 0Jun 25, 2020 to Feb 26, 2021
- Pooled vehicle clients · 0.0 to unsetJun 25, 2020 to Feb 26, 2021
- Discretionary RAUM · $108M to $115MJun 25, 2020 to Feb 26, 2021
- HNW RAUM · 21631927.0 to unsetJun 25, 2020 to Feb 26, 2021
- Individual RAUM · 86527708.0 to unsetJun 25, 2020 to Feb 26, 2021
- RAUM · $108M to $115MJun 25, 2020 to Feb 26, 2021
Signals
4 dated events
- Carmen Dello Iacono no longer registered at C•••••• R••• C•••••• M••••••••• L••; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
- Arash Zarrabian no longer registered at C•••••• R••• C•••••• M••••••••• L••; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
- Christopher Scott Airey no longer registered at C•••••• R••• C•••••• M••••••••• L••; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
- C•••••• R••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 12, 2019 · First SEC registration · 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
- Website
- corbettroadcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 703-748-5831reportedpublic record, Form ADV, Jun 5, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026