Corrales & Company, Llc
- Regulatory AUM
- $174M
- Discretionary
- $153M
- Clients
- 304
- Avg AUM / client
- $573K
- Accounts
- 738
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $38.8M | 22.3% |
| High net worth individuals | 57 | $124M | 71.0% |
| Pension and profit sharing plans | 9 | $9.8M | 5.63% |
| Charitable organizations | 3 | $504K | 0.29% |
| Corporations and other businesses | 12 | $1.3M | 0.75% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Luis Alonso Corrales | Managing Member And Chief Compliance Officer | Jun 2024 (2y) | 75% or more | |
| Hsuan Wang | Registered representative | Jan 2025 (2y) | ||
| Joseph Martin Landesman | Registered representative | Jan 2025 (2y) | ||
| Stephen Olaleye Adekeye | Registered representative | CFP CFA | Apr 2025 (1y) | |
| Karla Fitzgerald | Registered representative | Chartered Financial Consultant | Nov 2025 (1y) | |
| Bryant Alexander Ruano | Registered representative | Nov 2025 (1y) |
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) | 04/27/2026 | 970 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $146M (84% of AUM) Apr 2026
- Equity Trust Advisors, Inc. $5.6M (3% of AUM) Feb 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: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗