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Corvus Wealth Advisors LLC

Templeton, CASEC-registered investment adviserCRD 311261

Filed as CORVUS WEALTH ADVISORS LLC

Corvus Wealth Advisors LLC is an SEC-registered investment advisory firm in Templeton, CA, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

5 years
registered since 2020
$1,080,550,444
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Corvus Wealth Advisors LLC compensated?

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

Where is Corvus Wealth Advisors LLC located?

Corvus Wealth Advisors LLC's principal office is in Templeton, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Corvus Wealth Advisors LLC registered with the SEC or a state?

Corvus Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311261.

How much does Corvus Wealth Advisors LLC manage?

Corvus Wealth Advisors LLC reports $1,080,550,444 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (93% discretionary).

How have Corvus Wealth Advisors LLC's assets and staff changed since 2021?

In the Form ADV data for Corvus Wealth Advisors LLC: Regulatory assets under management: $541,579,247 in the October 2021 data and $1,080,550,444 in the October 2026 data, up 100%. Total employees: 9 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Corvus Wealth Advisors LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (212); high net worth individuals (151); pension and profit sharing plans (but not the plan participants or government pension plans) (128).

Which custodians does Corvus Wealth Advisors LLC use?

Corvus Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Charles Schwab Trust Bank and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does Corvus Wealth Advisors LLC 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/311261

What changed in Corvus Wealth Advisors LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $870,591,493 to $1,080,550,444 (+24%).

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 March 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,080,550,444

$1,080,550,444 as of October 2026, filing dated March 24, 2026.

Discretionary: $1,002,545,700.Non-discretionary: $78,004,744.

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 212 Assets $85,458,309 (8%)
High net worth individuals
Clients 151 Assets $511,249,739 (47%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 128 Assets $427,875,946 (40%)
Charitable organizations
Clients 15 Assets $25,664,527 (2%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 12 Assets $30,301,923 (3%)
Other
Clients 0 Assets $0 (0%)

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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2020 (5 years)
Employees
Total: 19. Performing investment advisory functions: 11.
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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
San Luis Obispo, CA
States registered or notice-filed
5 states or jurisdictions
CAIDORTXWA

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
$542M 2021 $621M 2022 $599M 2023 $721M 2024 $871M 2025 $1.08B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,080,550,44419March 24, 2026
October 2025$870,591,49312July 29, 2025
October 2024$720,917,85012August 12, 2024
October 2023$599,235,30611September 29, 2023
October 2022$620,791,9029September 29, 2022
October 2021$541,579,2479August 6, 2021

Regulatory assets under management: $541,579,247 in the October 2021 data and $1,080,550,444 in the October 2026 data, up 100%.

Total employees: 9 in October 2021 and 19 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 10 to 11.
    • Regulatory assets under management went from $870,591,493 to $1,080,550,444 (+24%).
  2. February 2026
    • Employees performing advisory functions went from 8 to 10.
    • Registered or notice-filed in WA.

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
corvuswealth.comcorvuswealthadvisors.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. Corvus Wealth Advisors LLC (CRD 311261): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/corvus-wealth-advisors-llc-templeton-ca-311261