# 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.

- CRD: 311261
- Filed as: CORVUS WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Templeton, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311261
- AdvisorCensus page: https://advisorcensus.com/firm/corvus-wealth-advisors-llc-templeton-ca-311261

## Quick answers

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Charles Schwab Trust Bank
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,080,550,444
- Discretionary: $1,002,545,700
- Non-discretionary: $78,004,744

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 19 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Luis Obispo, CA

### Websites listed on Form ADV (Item 1.I)
- corvuswealth.com
- corvuswealthadvisors.com
- LinkedIn @corvus-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $541,579,247 | 9 | August 6, 2021 |
| October 2022 | $620,791,902 | 9 | September 29, 2022 |
| October 2023 | $599,235,306 | 11 | September 29, 2023 |
| October 2024 | $720,917,850 | 12 | August 12, 2024 |
| October 2025 | $870,591,493 | 12 | July 29, 2025 |
| October 2026 | $1,080,550,444 | 19 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

### February 2026
- Employees performing advisory functions went from 8 to 10.
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corvus Wealth Advisors LLC (CRD 311261): Form ADV filing data as of October 2026.