Corrales & Co.
TL;DR
Corrales & Co., formed in June 2024, offers financial planning and portfolio management with a tax strategy focus to business owners, individuals, and high-net-worth clients, with about $174 million in AUM.
$174 million
Regulatory AUM
As of ADV filing 2026-04-27
738
Accounts / Clients
280 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
10
Team Size
employees, 6 advisory
2 yrs
Years Registered
First registered 2024
About Corrales & Co.
Corrales & Co., formed in June 2024, offers financial planning and portfolio management with a tax strategy focus to business owners, individuals, and high-net-worth clients, with about $174 million in AUM.
Office: 1200 Brickell Avenue, Suite 220, Miami, FL.
Best for: Business owners wanting integrated tax, estate and investment planning with no minimum
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD332189
RegistrationSEC-registered
First registration2024
Regulatory AUM$174 million
ADV filing date2026-04-27
Accounts738
Clients280 individual and high-net-worth clients
Employees10
Advisory employees6
Fee modelAdvisory fees; ADV 2A discloses insurance commissions and a dual registrant's broker-dealer products
MinimumNo account minimum for any service (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and EA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 332189, as of ADV filing 2026-04-27, pulled October 10, 2026.
Ranked on ProCloser
- Top 6 Wealth Managers in Miami, FL (2026): rank 2 of 6
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