Unclaimed Profile

Charles Von Kapff Carlson

CORBYN INVESTMENT MANAGEMENT INC·LUTHERVILLE, Maryland

Series 7, Series 63, Series 65Clean record27 years registeredCORBYN INVESTMENT MANAGEMENT INC

2330 W JOPPA RD STE 108, LUTHERVILLE, MD 21093CRD# 1284787Firm CRD# 104716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Von Kapff Carlson · LUTHERVILLE, MD

Registration

CRD #1284787 · CORBYN INVESTMENT MANAGEMENT INC · 27 years registered

Brand Profile

Not yet started

Career History

CORBYN INVESTMENT MANAGEMENT INC

Jan 1999 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORBYN INVESTMENT MANAGEMENT INC

CRD 104716 · SEC 801-9139

AUM

$939M

Regulatory assets under management

Employees

612 client accounts

Services offered by CORBYN INVESTMENT MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at CORBYN INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Charles Von Kapff Carlson offer?

Charles Von Kapff Carlson specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in LUTHERVILLE, Maryland for a consultation.

What are Charles Von Kapff Carlson's credentials?

Charles Von Kapff Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Von Kapff Carlson located?

Charles Von Kapff Carlson is based in LUTHERVILLE, Maryland, working with CORBYN INVESTMENT MANAGEMENT INC. Their office serves clients in the LUTHERVILLE metropolitan area and surrounding communities.

How does Charles Von Kapff Carlson charge for services?

Charles Von Kapff Carlson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORBYN INVESTMENT MANAGEMENT INC?

CORBYN INVESTMENT MANAGEMENT INC has approximately 11 employees and manages $939M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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