Corus Family Wealth Advisors, Inc.
Firm details
- Headquarters
- Mc Kinney, Texas
- CRD number
- 114702
- Registered since
- April 27, 2020
- Website
- coruswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.06%
- Charitable Organizations10.49%
- Individuals2.12%
- Pension & Profit Sharing Plans0.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Corus Family Wealth Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2020 and serves both individual/family and institutional clients. Its advisory work focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. FINTRX flags the firm as not a multi-state adviser and not an active ESG investor. The firm also appears in sponsor and manager roles for private vehicles (sponsor of limited partnerships and acting as GP/managing member), and it lists affiliation with accounting professionals as part of its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Private Funds23%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Jordan Salim
Founder & CEOCRD 6753740
Contacts
3 of 7
Kelley Schubert
FounderCRD 2411434
Kevin Nelson
CPA & CFPCRD 5275778
Garrett Williams
Senior Wealth AdvisorCRD 7451119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$87M in ETFs
10%
$8.3M
78%
$78.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $25.7M | 579,098 | 29.52% |
Location
Mc Kinney, TX
Collin
Location
Mc Kinney, TX
Headquartered in Mc Kinney, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5900 S Lake Forest Dr
- Time zone
- CT (UTC-6)
- Office locations
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