Corus Family Wealth Advisors, Inc.
- Regulatory AUM
- $620M
- Discretionary
- $620M
- Clients
- 133
- Avg AUM / client
- $4.7M
- Accounts
- 700
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $13.1M | 2.12% |
| High net worth individuals | 70 | $539M | 87.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.1M | 0.33% |
| Charitable organizations | 6 | $65.0M | 10.5% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelley Joe Schubert | President | CFP | Jun 1999 (27y) | 50% – 75% |
| Kevin Alan Nelson | Chief Financial Officer/Chief Compliance Officer | CFP | Jan 2007 (20y) | 10% – 25% |
| Cole Davis Mc Clellan | Shareholder | Sep 2021 (5y) | 25% – 50% | |
| Kathryn Wade Atkins | Registered representative | Dec 2021 (5y) | ||
| Garrett Blake Williams | Registered representative | Jan 2023 (4y) | ||
| Westley Scott Schubert | Registered representative | Apr 2025 (1y) | ||
| David Michael Wulfert | Registered representative | Sep 2025 (1y) | ||
| Jordan David Salim | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $429M (69% of AUM) May 2026
- Interactive Brokers $36.7M (15% of AUM) Sep 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗