# Corvus Financial LLC

> Corvus Financial LLC is a state-registered investment advisory firm in Carlsbad, CA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 31, 2023.

- CRD: 157694
- Filed as: CORVUS FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: August 31, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157694
- AdvisorCensus page: https://advisorcensus.com/firm/corvus-financial-llc-carlsbad-ca-157694

## Quick answers

**How is Corvus Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Corvus Financial LLC reports these compensation arrangements: performance-based fees; other.

**Where is Corvus Financial LLC located?**
Corvus Financial LLC's principal office is in Carlsbad, CA, according to its Form ADV.

**Is Corvus Financial LLC registered with the SEC or a state?**
Corvus Financial LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 157694.

**How much does Corvus Financial LLC manage?**
Corvus Financial LLC reports $186,000 in regulatory assets under management in its Form ADV filing dated August 31, 2023 (0% discretionary).

**What types of clients does Corvus Financial LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Corvus Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/157694

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $186,000
- Discretionary: $0
- Non-discretionary: $186,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $186,000 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- corvusfinance.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corvus Financial LLC (CRD 157694): Form ADV filing data as of October 2026.