Corbett Road Capital Management, Llc
- Regulatory AUM
- $176M
- Discretionary
- $176M
- Clients
- 3
- Avg AUM / client
- $58.8M
- Accounts
- 391
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 3 | $176M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Lloyd Blisk | Managing Member | Mar 2010 (16y) | ≈ 28.13% – 75% via Spire Investment Partners, Llc | |
| Christopher Scott Airey | President | CFP | Nov 2013 (13y) | ≈ 9.38% – 37.5% via Corbett Road Investment Management, Llc |
| Airey, Lisa, Marie | Trustee, Ll Trust | Dec 2020 (6y) | ≈ 4.69% – 25% via Corbett Road Investment Management, Llc | |
| Dimaria, Donna, Barbara | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corbett Road Investment Partners | Owner | Aug 2019 | A | 75% or more |
| Spire Investment Partners, Llc | Shareholder | Jul 2019 | B | ≈ 37.5% – 75% via Corbett Road Investment Partners |
| Corbett Road Investment Management, Llc | Shareholder | Jul 2019 | B | ≈ 18.75% – 50% via Corbett Road Investment Partners |
| Ll Trust | Owner | Dec 2020 | B | ≈ 4.69% – 25% via Corbett Road Investment Management, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Lloyd Blisk: 75% – 100% of Spire Investment Partners, Llc × 50% – 75% of Corbett Road Investment Partners × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Christopher Scott Airey: 50% – 75% of Corbett Road Investment Management, Llc × 25% – 50% of Corbett Road Investment Partners × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Airey, Lisa, Marie: 25% – 50% of Corbett Road Investment Management, Llc × 25% – 50% of Corbett Road Investment Partners × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Spire Investment Partners, Llc: 50% – 75% of Corbett Road Investment Partners × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Corbett Road Investment Management, Llc: 25% – 50% of Corbett Road Investment Partners × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Ll Trust: 25% – 50% of Corbett Road Investment Management, Llc × 25% – 50% of Corbett Road Investment Partners × 75% – 100% direct ≈ 4.69% – 25% of the firm
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) | 06/05/2026 | 1.11 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
Custody
Reported custodians
- Charles Schwab & Co. $88.8M (50% of AUM) Jun 2026
- National Financial Services (Fidelity) $87.5M (50% 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 05, 2026.
View current Form ADV (SEC/IAPD) ↗