{
  "crd_number": 311261,
  "slug": "corvus-wealth-advisors-llc-templeton-ca-311261",
  "primary_business_name": "CORVUS WEALTH ADVISORS LLC",
  "legal_name": "CORVUS WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Templeton",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "42020",
  "metro": {
    "cbsa_code": "42020",
    "common_name": "San Luis Obispo",
    "msa_name": "San Luis Obispo-Paso Robles, CA",
    "path": "/advisors/ca/san-luis-obispo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-12-15",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 1080550444.0,
  "raum_discretionary": 1002545700.0,
  "raum_non_discretionary": 78004744.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 19,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 25664527.0,
      "count": 15
    },
    "individuals": {
      "raum": 85458309.0,
      "count": 212
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 427875946.0,
      "count": 128
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 511249739.0,
      "count": 151
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 30301923.0,
      "count": 12
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "ID",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://corvuswealth.com",
    "https://corvuswealthadvisors.com",
    "https://linkedin.com/company/corvus-wealth-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311261",
  "city_as_filed": "TEMPLETON",
  "url": "https://advisorcensus.com/firm/corvus-wealth-advisors-llc-templeton-ca-311261",
  "display_name": "Corvus Wealth Advisors LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Corvus Wealth Advisors LLC (CRD 311261): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Corvus Wealth Advisors LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Corvus Wealth Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $2,000 to $5,000 (Financial Guidance Services); Hourly rate: $250 to $350 an hour (Financial Guidance Services); Flat fee: $3,000 a year (initial consulting, education and plan set-up). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Corvus Wealth Advisors LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Corvus Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Corvus Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311261."
    },
    {
      "q": "How much does Corvus Wealth Advisors LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Corvus Wealth Advisors LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Corvus Wealth Advisors LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Corvus Wealth Advisors LLC use?",
      "a": "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."
    },
    {
      "q": "Does Corvus Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Corvus Wealth Advisors LLC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 541579247.0,
      "total_employees": 9,
      "filing_date": "2021-08-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 620791902.0,
      "total_employees": 9,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 599235306.0,
      "total_employees": 11,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 720917850.0,
      "total_employees": 12,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 870591493.0,
      "total_employees": 12,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1080550444.0,
      "total_employees": 19,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 11.",
        "Regulatory assets under management went from $870,591,493 to $1,080,550,444 (+24%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 10.",
        "Registered or notice-filed in WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,000 to $5,000 (Financial Guidance Services)",
      "Hourly rate: $250 to $350 an hour (Financial Guidance Services)",
      "Flat fee: $3,000 a year (initial consulting, education and plan set-up)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $5,000 (Financial Guidance Services)"
        ],
        "quotes": [
          "The Firm’s fixed fees are typically assessed as a one-time fee that typically ranges from $2,000 – $5,000, or from $250 – $350 on an hourly rate basis, based on the scope and complexity of the requested services"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $350 an hour (Financial Guidance Services)"
        ],
        "quotes": [
          "The Firm’s fixed fees are typically assessed as a one-time fee that typically ranges from $2,000 – $5,000, or from $250 – $350 on an hourly rate basis, based on the scope and complexity of the requested services"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 a year (initial consulting, education and plan set-up)"
        ],
        "quotes": [
          "For plans with assets less than $500,000, CWA charges a fixed annual fee of $3,000 for initial consulting, education and plan set-up and annually thereafter until plan assets reach $500,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Financial Guidance Services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 350.0,
          "period": "hour",
          "service": "Financial Guidance Services"
        },
        {
          "kind": "flat",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "initial consulting, education and plan set-up"
        }
      ]
    },
    "quotes": [
      "The Firm’s fixed fees are typically assessed as a one-time fee that typically ranges from $2,000 – $5,000, or from $250 – $350 on an hourly rate basis, based on the scope and complexity of the requested services",
      "The Firm’s fixed fees are typically assessed as a one-time fee that typically ranges from $2,000 – $5,000, or from $250 – $350 on an hourly rate basis, based on the scope and complexity of the requested services",
      "For plans with assets less than $500,000, CWA charges a fixed annual fee of $3,000 for initial consulting, education and plan set-up and annually thereafter until plan assets reach $500,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Charles Schwab Trust Bank",
      "name_as_filed": "CHARLES SCHWAB TRUST BANK",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/corvus-wealth-advisors-llc-templeton-ca-311261.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 212,
      "fewer_than_5": false,
      "raum": 85458309.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 151,
      "fewer_than_5": false,
      "raum": 511249739.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 128,
      "fewer_than_5": false,
      "raum": 427875946.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 25664527.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 30301923.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311261",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}