Correll Co. Investment Services Corp.
- Regulatory AUM
- $233M
- Discretionary
- $15.4M
- Clients
- 71
- Avg AUM / client
- $3.3M
- Accounts
- 71
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $1.1M | 0.46% |
| Pension and profit sharing plans | 68 | $232M | 99.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Belcan Services Group Limited Partnership Retirement Savings Plan Belcan Services Group, Ltd. Partnership | 2024 | |
| Field Management Services Llc 401(k) Retirement Plan Field Management Services, Llc | 2024 | |
| Accord Carton 401(k) Plan Accord Carton Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Melody Nicole Correll | Registered representative | Nov 2019 (7y) |
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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Belcan Services Group Limited Partnership Retirement Savings Plan | Belcan Services Group, Ltd. Partnership | 1,686 | $19.1M | 01/01/2024 |
| Field Management Services Llc 401(k) Retirement Plan | Field Management Services, Llc | 106 | $5.3M | 01/01/2024 |
| Accord Carton 401(k) Plan | Accord Carton Llc | 177 | $13.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/12/2025 | 1.05 MB | 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
- • Pension consulting services
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: Nov 12, 2025.
View current Form ADV (SEC/IAPD) ↗