Corus Family Wealth Advisors, Inc.
RIASEC Registered
Total AUM
$620M
Discretionary
$620M
100% of AUM
Avg account
$885K
Accounts
700
Employees
10
Advisory reps
9
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, Inc. is an independent RIA serving individuals, families, and institutional clients. It provides financial planning and portfolio management for individuals and small businesses, and charges through a combination of asset-based, hourly, and fixed fees. The firm registered with the SEC in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$86.7M in ETFs
Passive
28%
$24.2M
Active
69%
$62.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $27.6M | 620,403 | 31.82% |
Location
Primary office
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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