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Corus Family Wealth Advisors, Inc.

● SEC registered since 2020CRD 114702SEC# 801-118534McKinney, TX
Export (members)
Reg. AUM
$541.2M
Employees
8
Accounts
686
Location
McKinney, TX

Corus Family Wealth Advisors, Inc. assets under management

Corus Family Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in McKinney, TX. The firm has been registered since 2020. It reports $541.2 million in regulatory assets under management and employs 8 people.

Corus Family Wealth Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Cole Davis McClellan ControlShareholder25-50%2023
Kelley Joe Schubert ControlPresident50-75%1999
Kevin Alan Nelson ControlChief Financial Officer/Chief Compliance Officer10-25%2015

Frequently asked questions

How much does Corus Family Wealth Advisors, Inc. manage?

Corus Family Wealth Advisors, Inc. reports $541.2 million in regulatory assets under management on its Form ADV.

How many employees does Corus Family Wealth Advisors, Inc. have?

Corus Family Wealth Advisors, Inc. reports 8 employees.

Where is Corus Family Wealth Advisors, Inc. located?

Corus Family Wealth Advisors, Inc. is based in McKinney, TX and has been SEC-registered since 2020.

Does Corus Family Wealth Advisors, Inc. disclose fund performance?

Corus Family Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5900 S. Lake Forest Drive, Suite 280, McKinney, TX 75070
Phone972-422-1010
Fax972-369-0589
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1894830
Discloses disciplinary historyNo

Assets under management

Discretionary$541.2M
Non-discretionary$0
Total (RAUM)$541.2M