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CORBETT ROAD CAPITAL MANAGEMENT, LLC
CRD 305063File 801-117314
APPROVED
Filing as of Jun 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$176.3M
Bottom 25% of cohort (national)
Discretionary AUM
$176.3M
Clients
3
391 accounts
Employees
5
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 9, 2019
- Principal office
- 7901 JONES BRANCH DR., SUITE 800, MCLEAN, VA, 22102
- Phone
- 703-748-5831
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.3M
- Discretionary AUM
- $176.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 391
- Non-discretionary accounts
- 0
- Total accounts
- 391
- AUM per client
- $58.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 3 | $176.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $145,563,102 | $176,260,337 | increased by$30,697,235 |
| Apr 1, 2026 | Accounts | 336 | 391 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $80,805,535 | $145,563,102 | increased by$64,757,567 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 235 | 336 | increased by101 |
| Apr 1, 2022 | AUM | $114,513,538 | $80,805,535 | decreased by$33,708,003 |
| Apr 1, 2022 | Accounts | 294 | 235 | decreased by59 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORBETT ROAD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORBETT ROAD” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.