| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Jane Herzog Control | Manager And Chief Investment Officer | Under 5% | 2020 |
| Compass Financial Planning, LLC Control | Owner | 10-25% | 2020 |
| Garcia Wealth Management Group, Inc. Control | Owner | Over 75% | 2020 |
Corvus Wealth Advisors LLC reports $870.6 million in regulatory assets under management on its Form ADV.
Corvus Wealth Advisors LLC reports 12 employees.
Corvus Wealth Advisors LLC is based in Templeton, CA and has been SEC-registered since 2020.
Corvus Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 615 S. Main Street, Suite a, Templeton, CA 93465 |
| Phone | 805-434-2608 |
| Fax | 805-669-3416 |
| Office hours | M-Th 8a.m.-5p.m., Fri 8a.m.-2p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $811.6M |
| Non-discretionary | $59M |
| Total (RAUM) | $870.6M |