Coryell Capital Management is an investment management firm founded in 2019 by Richard Coryell, who holds the Chartered Financial Analyst designation. The firm specializes in managing stock portfolio risks and opportunities for U.S. large-capitalization portfolios using proprietary S&P 500 valuation models and tactical asset allocation. Rather than focusing on selecting individual companies, Coryell Capital Management concentrates on portfolio-level variables such as market exposure, volatility, and options overlays. Clients can choose from customized portfolios, tactical balanced accounts combining stocks, bonds, and cash, or tactical S&P 500 accounts utilizing futures and options strategies through the One Eleven Program. The firm emphasizes low investor costs, uses low-cost exchange-traded funds and mutual funds, and acts with a legally required focus on client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable. Different fee schedules apply to Tactical Balanced Accounts and Tactical S&P 500 Accounts. The Tactical S&P 500 program also charges a 15% performance incentive fee on profits.