Corkern Barry M Advisory Services Inc
- Regulatory AUM
- $162M
- Discretionary
- $0
- Clients
- 85
- Avg AUM / client
- $1.9M
- Accounts
- 85
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 81 | $145M | 89.4% |
| Pension and profit sharing plans | 2 | $15.1M | 9.33% |
| Charitable organizations | 2 | $2.1M | 1.31% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry Michael Corkern | President / Chief Compliance Officer | CFP | Nov 1984 (42y) | 75% or more |
| Laquita Shonte Neal | Vice President Operations | Nov 2020 (6y) | Less than 5% | |
| Janice Marie Corkern | Vice President/Controller | Sep 2023 (3y) | Less than 5% | |
| Lawson Corkern | Vice President | Aug 2024 (2y) | Less than 5% |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 954 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗