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They include 19,571 high-net-worth individuals, 6,392 other individuals and 311 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Corient Private Wealth offer?","answer":"Corient Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, market timing and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Corient Private Wealth charge?","answer":"Corient Private Wealth charges up to 1.00% a year for investment advisory services.","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Corient Private Wealth use?","answer":"Corient Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $83,023,449,222, Fidelity Brokerage Services LLC (Smithfield, RI), with $38,522,322,550 and Pershing LLC (Jersey City, NJ), with $3,768,469. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Corient Private Wealth have?","answer":"Corient Private Wealth has 494 investment adviser representatives registered with state securities authorities, out of 1,537 employees, and 620 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Corient Private Wealth invest in?","answer":"At the end of its last fiscal year, Corient Private Wealth’s separately managed accounts held 42% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 5% cash and equivalents, 4% private funds, 3% U.S. government and agency bonds and 3% investment grade corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Corient Private Wealth?","answer":"Corient Private Wealth is owned through a chain of holding companies by Government of the Emirate of Abu Dhabi and Corient Group GP LLC. 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