About the firm
Corundum Group provides personalized wealth management through its proprietary WellWorth Process, developed from a true family office background. The firm offers investment management, financial concierge services, estate planning, and trust stewardship through its affiliate, Corundum Trust Company.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (including publicly traded securities, private equity, real estate, oil and gas, fixed income, and alternative investments), financial concierge services, estate planning, and trust stewardship through Corundum Trust Company.
Who they serve
Families and individuals seeking personalized wealth management, including those with day-to-day transactional needs and long-term strategic planning needs.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of July 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corundum Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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