← Directory
CORUS FAMILY WEALTH ADVISORS, INC.
CRD 114702File 801-118534
APPROVED
Retail clients
Custody
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$619.5M
Above cohort median (national)
Discretionary AUM
$619.5M
Clients
133
700 accounts
Employees
10
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 27, 2020
- Principal office
- 5900 S. LAKE FOREST DRIVE, SUITE 280, MCKINNEY, TX, 75070
- Phone
- 972-422-1010
- Website
- https://coruswealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $619.5M
- Discretionary AUM
- $619.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 700
- Non-discretionary accounts
- 0
- Total accounts
- 700
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $65.0M |
| High net worth individuals | 70 | $539.3M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 57 | $13.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.