CORUS FAMILY WEALTH ADVISORS, INC.
Firm details
- Headquarters
- McKinney, 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 is an independent registered investment adviser that began SEC registration in 2020 and operates as a corporation. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Corus is not listed as an active ESG investor, and it does not identify as a multi-state or pension consultant adviser.
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 1JORDAN SALIM
Founder & CEOCRD 6753740
Contacts
3 of 7KELLEY 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 23Active vs passive
$68.5M in ETFs
0%
$0
87%
$68.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $22M | 565,771 | 32.09% |
Location
McKinney, TX
COLLIN
Location
McKinney, TX
Headquartered in McKinney, 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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