Corus Family Wealth Advisors, Inc.

RIASEC RegisteredEst. 2020
Total AUM
$620M
Discretionary
$620M
100% of AUM
Avg account
$885K
Accounts
700
Employees
10
Advisory reps
8

Firm details

Headquarters
Mc Kinney, Texas
CRD number
114702
Registered since
April 27, 2020
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Private Funds 23%, Exchange Traded Equities 19%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%, Other 1%52%
  • Public Funds/Mutual Funds52%
  • Private Funds23%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Jordan Salim

    Jordan Salim

    Founder & CEOCRD 6753740

Contacts

3 of 7
  • Kelley Schubert

    Kelley Schubert

    FounderCRD 2411434

  • Kevin Nelson

    CPA & CFPCRD 5275778

  • Garrett Williams

    Garrett Williams

    Senior Wealth AdvisorCRD 7451119

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$87M in ETFs

Passive

10%

$8.3M

Active

78%

$78.8M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$25.7M579,09829.52%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth