Corvus Financial LLC

RIASEC Registered
Total AUM
$186K
Discretionary
$0
0% of AUM
Avg account
$186K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
157694
Fee structure
Performance Based Fees, Other
Client types
  • Investment Companies100%

Firm profile

FINTRX

Overview

Corvus Financial LLC is structured as a limited liability company and is classified as an institutional registered investment adviser. The firm is owned by an individual and identifies its client base as institutional. Its fee schedule includes performance-based fees as well as other fee arrangements. Corvus does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

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

Contacts

1 of 1
  • Bryan Oliver

    Bryan Oliver

    FounderCRD 5915796

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth