Corbyn Investment Management Inc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 444
- Avg AUM / client
- $2.3M
- Accounts
- 512
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 273 | $136M | 13.5% |
| High net worth individuals | 106 | $230M | 22.9% |
| Investment companies | 2 | $508M | 50.5% |
| Pension and profit sharing plans | 4 | $4.3M | 0.43% |
| Charitable organizations | 24 | $53.1M | 5.28% |
| Insurance companies | 1 | $849K | 0.08% |
| Corporations and other businesses | 32 | $72.2M | 7.18% |
| Other | 2 | $721K | 0.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Williams & Connolly Llp Savings Plan And Trust Williams & Connolly Llp | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Von Kapff Carlson | President | CFA | Jan 1994 (33y) | 25% – 50% |
| Michael Joseph Fusting | Portfolio Manager Equities; Sr. Vp | CFA | Jan 1999 (28y) | 10% – 25% |
| William Earle White | Vice President | Dec 2002 (24y) | 5% – 10% | |
| Michael Andrew Goodman | Senior Investment Analyst | CFA | Sep 2009 (17y) | 10% – 25% |
| Michael Joseph Pulcinella | Portfolio Manager Fixed Income; Trader | Jan 2017 (10y) | 10% – 25% | |
| George A Truppi | Senior Investment Analyst | CFA | Mar 2022 (4y) | 5% – 10% |
| Donovan, Moira, Melloy | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Donna Jane Palumbo | Registered representative | Feb 2015 (11y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Williams & Connolly Llp Savings Plan And Trust | Williams & Connolly Llp | 651 | $162M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $240M (24% of AUM) Jun 2026
- National Financial Services (Fidelity) $141M (14% of AUM) Jun 2026
- Manufacturers And Traders Trust Company $139M (12% of AUM) Aug 2020
- Wilmington Trust Investment Management, Inc $58.4M (6% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗