Corvus Wealth Advisors Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 518
- Avg AUM / client
- $2.1M
- Accounts
- 1,491
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 212 | $85.5M | 7.91% |
| High net worth individuals | 151 | $511M | 47.3% |
| Pension and profit sharing plans | 128 | $428M | 39.6% |
| Charitable organizations | 15 | $25.7M | 2.38% |
| Corporations and other businesses | 12 | $30.3M | 2.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pacific Imaging Management Llc 401(k) Profit Sharing Plan Pacific Imaging Management, Llc | Templeton, CA | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donnelly, Deborah | Trustee Of Rob A Garcia & Deborah L Donnelly Living Trust | Apr 2006 (20y) | 50% – 75% of Rob A Garcia & Deborah L Donnelly Living Trust Dated April 12, 2006 (indirect) | |
| Robert Alan Garcia | Manager And Chief Compliance Officer | CFP | Apr 2006 (20y) | 50% – 75% of Rob A Garcia & Deborah L Donnelly Living Trust Dated April 12, 2006 (indirect) |
| Carolyn Jane Herzog | Manager And Chief Investment Officer | CFP CFA | Oct 2017 (9y) | 75% or more of The Carolyn Herzog Revocable Trust, U/D/T Dated October 18, 2017 (indirect) |
| Crout, Giselle, Nmn | Owner | Jan 2023 (4y) | GP / trustee / elected manager of Jb's Bread And Butter, Llc (indirect) | |
| Alison Rose Shannon | Registered representative | CFP | Jan 2021 (6y) | |
| Stephanie Christina Kemp | Registered representative | Jan 2021 (6y) | ||
| Spencer William Rhode | Registered representative | Apr 2022 (4y) | ||
| Anthony Lyn Leonti | Registered representative | CFP | Jul 2024 (2y) | |
| Katelin Mahoney | Registered representative | Jul 2025 (1y) | ||
| Travis Domingues | Registered representative | Aug 2025 (1y) | ||
| Brynne Colleen Speizer | Registered representative | CFP | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Garcia Wealth Management Group, Inc. | Owner | Oct 2020 | A | 75% or more |
| Compass Financial Planning, Llc | Owner | Oct 2020 | A | 10% – 25% |
| Jb's Bread And Butter, Llc | Owner | Jan 2023 | A | Less than 5% |
| Rob A Garcia & Deborah L Donnelly Living Trust Dated April 12, 2006 | Trustee Of Rob A Garcia & Deborah L Donnelly Living Trust | Jan 2015 | B | GP / trustee / elected manager of Garcia Wealth Management Group, Inc. (indirect) |
| The Carolyn Herzog Revocable Trust, U/D/T Dated October 18, 2017 | Trustee Of The Carolyn Herzog Revocable Trust, U/D/T Dated October 18, 2017 | Oct 2020 | B | GP / trustee / elected manager of Compass Financial Planning, Llc (indirect) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pacific Imaging Management Llc 401(k) Profit Sharing Plan | Pacific Imaging Management, Llc | 120 | $24.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1010 KB | 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $750M (69% of AUM) Mar 2026
- Fidelity Brokerage Services $160M (15% of AUM) Mar 2026
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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗