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CORVUS WEALTH ADVISORS LLC
CRD 311261File 801-119912
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.00B
Non-discretionary $78.0M
Clients
518
1,491 accounts
Employees
19
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 15, 2020
- Principal office
- 615 S. MAIN STREET, SUITE A, TEMPLETON, CA, 93465
- Phone
- 805-434-2608
- Website
- https://www.corvuswealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $1.00B
- Non-discretionary AUM
- $78.0M
- Discretionary accounts
- 1,444
- Non-discretionary accounts
- 47
- Total accounts
- 1,491
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $30.3M |
| Charitable organizations | 15 | $25.7M |
| High net worth individuals | 151 | $511.2M |
| Pension and profit sharing plans | 128 | $427.9M |
| Individuals (other than high net worth individuals) | 212 | $85.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | 15 | 19 | increased by4 |
| Apr 1, 2026 | Clients | 474 | 518 | increased by44 |
| Apr 1, 2026 | AUM | $870,591,493 | $1,080,550,444 | increased by$209,958,951 |
| Apr 1, 2026 | Accounts | 1,320 | 1,491 | increased by171 |
| Feb 1, 2026 | Employees | 12 | 15 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 394 | 474 | increased by80 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $620,791,902 | $870,591,493 | increased by$249,799,591 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 911 | 1,320 | increased by409 |
| Apr 1, 2022 | Clients | 372 | 394 | increased by22 |
| Apr 1, 2022 | AUM | $541,579,247 | $620,791,902 | increased by$79,212,655 |
| Apr 1, 2022 | Accounts | 847 | 911 | increased by64 |
| Sep 1, 2021 | Employees | 8 | 9 | increased by1 |
| 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 “CORVUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORVUS WEALTH” 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.