Corvus Financial Llc
State-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 157694
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· WWW.CORVUSFINANCE.COM
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ADV data as of Aug 31, 2023
- Regulatory AUM
- $186K
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $186K
- Accounts
- 1
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $186K | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Martin Oliver | Registered representative | May 2011 (15y) |
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) | 08/31/2023 | 1.24 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
- • Performance-based fees
- • Other fees
- • 3% ADMIN FEE CHARGED FOR PURCHASES MADE
Services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 31, 2023.
View current Form ADV (SEC/IAPD) ↗