Corbett Road Capital Management, LLC has filed its latest 13F-NT, providing insights into its investment strategy as of September 30, 2026. This filing is significant as it reflects the firm’s ongoing adjustments in a highly competitive asset management landscape.

Corbett Road Capital Management is a firm based in McLean, Virginia, with a focus on managing investments. The firm operates under the SEC file number 028-19848 and has a history of filing 13F reports, which detail its holdings and investment strategies.

The latest filing, accession number 0001799581-26-000004, was submitted on October 30, 2026. It is categorized as a 13F Notice, which indicates that the firm is notifying the SEC of changes in its investment portfolio. Notably, the filing mentions another manager, Spire Wealth Management, which may indicate collaborative or competitive dynamics in the market.

This update may affect investors and stakeholders who closely monitor Corbett Road Capital Management's activities. The firm’s investment decisions can influence market perceptions and strategies among its peers, including Spire Wealth Management.

Details were not available in the SEC filing regarding future actions or specific changes in holdings. The next steps for Corbett Road Capital Management remain unclear based on this filing.

Company Overview and Compliance

Corbett Road Capital Management, LLC is incorporated in Delaware and has a fiscal year-end of December 31. The firm operates from its business address at 7901 Jones Branch Drive, Suite 800, McLean, Virginia, 22102. The contact number for the firm is 703-748-5831, and the compliance principal, Jeffrey Ameen, is noted in the filing, indicating the firm's commitment to regulatory compliance and governance.

Filing Details

The 13F-NT filing serves as a notice to the SEC regarding changes in the firm’s investment portfolio as of September 30, 2026. The filing also includes details about another investment manager, Spire Wealth Management, suggesting possible interactions or competitive positioning within the investment management sector.

Additional Information

While the filing provides a snapshot of Corbett Road Capital Management's regulatory activities, it does not disclose specific changes in investment holdings or strategies, leaving stakeholders without insights into the firm's current investment focus or future directions.