AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Texas / Dallas / Corus Family Wealth Advisors, Inc.

Corus Family Wealth Advisors, Inc.

McKinney, TXSEC-registered investment adviserCRD 114702

Filed as CORUS FAMILY WEALTH ADVISORS, INC.

Corus Family Wealth Advisors, Inc. is an SEC-registered investment advisory firm in McKinney, TX, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.

6 years
registered since 2020
$619,512,128
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Corus Family Wealth Advisors, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Corus Family Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Corus Family Wealth Advisors, Inc. located?

Corus Family Wealth Advisors, Inc.'s principal office is in McKinney, TX, according to its Form ADV.

Is Corus Family Wealth Advisors, Inc. registered with the SEC or a state?

Corus Family Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 114702.

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

Corus Family Wealth Advisors, Inc. reports $619,512,128 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

How have Corus Family Wealth Advisors, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Corus Family Wealth Advisors, Inc.: Regulatory assets under management: $245,502,447 in the October 2021 data and $619,512,128 in the October 2026 data, up 152%. Total employees: 3 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Corus Family Wealth Advisors, Inc. serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (57); charitable organizations (6).

Which custodians does Corus Family Wealth Advisors, Inc. use?

Corus Family Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Corus Family Wealth Advisors, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114702

What changed in Corus Family Wealth Advisors, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $541,186,105 to $619,512,128 (+14%). Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated May 6, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$619,512,128

$619,512,128 as of October 2026, filing dated May 6, 2026.

Discretionary: $619,512,128.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 57 Assets $13,131,595 (2%)
High net worth individuals
Clients 70 Assets $539,325,558 (87%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $2,074,964 (0%)
Charitable organizations
Clients 6 Assets $64,980,011 (10%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Registration and firm details

Items 1, 2, 5
Also doing business as
CORUS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2020 (6 years)
Employees
Total: 10. Performing investment advisory functions: 8.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
2 states or jurisdictions
OKTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$246M 2021 $323M 2022 $333M 2023 $403M 2024 $541M 2025 $620M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$619,512,12810May 6, 2026
October 2025$541,186,1058April 29, 2025
October 2024$403,452,9218August 8, 2024
October 2023$332,704,8036September 29, 2023
October 2022$322,795,7244May 26, 2022
October 2021$245,502,4473September 10, 2021

Regulatory assets under management: $245,502,447 in the October 2021 data and $619,512,128 in the October 2026 data, up 152%.

Total employees: 3 in October 2021 and 10 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 6 to 8.
    • Regulatory assets under management went from $541,186,105 to $619,512,128 (+14%).
    • Updated its list of owners and control persons (Schedule A).
  2. January 2026
    • No longer registered or notice-filed in LA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
coruswealth.comschubertandcompany.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Corus Family Wealth Advisors, Inc. (CRD 114702): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/corus-family-wealth-advisors-inc-mckinney-tx-114702