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CORUS FAMILY WEALTH ADVISORS, INC.
CRD 114702File 801-118534
APPROVED
Retail clients
Custody
Filing as of May 6, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2026 | Clients | 126 | 133 | increased by7 |
| Apr 1, 2026 | AUM | $541,186,105 | $619,512,128 | increased by$78,326,023 |
| Apr 1, 2026 | Accounts | 686 | 700 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 8 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 77 | 126 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $322,795,724 | $541,186,105 | increased by$218,390,381 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 476 | 686 | increased by210 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 75 | 77 | increased by2 |
| Apr 1, 2022 | AUM | $245,502,447 | $322,795,724 | increased by$77,293,277 |
| Apr 1, 2022 | Accounts | 448 | 476 | increased by28 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORUS FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORUS FAMILY” may also match similarly-named firms). Confirm identity against each filing.
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.