Corus Family Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, family office services, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Corus Family Wealth Advisors reports 133 clients. They include 70 high-net-worth individuals, 57 individual clients and 6 charitable organizations. Of its assets, 100.0% ($620M across 700 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 2% |
| High-net-worth individuals | 53% | 87% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 5% | 10% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $13.1M | 2.1% | $230K |
| High-net-worth individuals | 70 | $539M | 87.1% | $7.7M |
| Pension and profit-sharing plans | Fewer than 5 | $2.07M | 0.3% | — |
| Charitable organizations | 6 | $65M | 10.5% | $10.8M |
| Total | 133 | $620M | 100% | — |
- Clients
- 57
- Regulatory AUM
- $13.1M
- AUM share
- 2.1%
- Avg. per client
- $230K
- Clients
- 70
- Regulatory AUM
- $539M
- AUM share
- 87.1%
- Avg. per client
- $7.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.07M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $65M
- AUM share
- 10.5%
- Avg. per client
- $10.8M
Total
- Clients
- 133
- Regulatory AUM
- $620M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Corus Family Wealth Advisors charges 0.50%–1.25% a year for its Investment supervisory services. The fee is billed in advance, is negotiable and has a $20,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Family office services
- Family office services are a flat fee agreed with the client, currently $10,000 to $100,000, billed each April and October.
- Financial planning
- Financial planning is billed hourly at $150 to $250 an hour, with half the fee paid in advance; the fee is negotiable.
Kelley Schubert owns 25% to 50% of Corus Family Wealth Advisors. The leadership team of Corus Family Wealth Advisors includes President Kelley Schubert and Chief Financial Officer Kevin Nelson. It has 10 employees, 8 of them in advisory roles.
Leadership
- Kelley SchubertPresident
- Kevin NelsonChief Financial Officer/Chief Compliance Officer
- Cole McClellanShareholder
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Kathryn Wade Atkins
- Cole Davis McClellan
- Kevin Alan Nelson
- Jordan David Salim
- Kelley Joe Schubert
- Westley Scott Schubert
- Chloe Silva
- Garrett Blake Williams
- David Michael Wulfert
Staff
- 10 employees
- 8 in advisory functions
- 7 state-registered reps
- Owns 25% to 50% of Corus Family Wealth Advisors, Inc.
Kelley Schubert
Control person · since June 1999
- Owns 25% to 50% of Corus Family Wealth Advisors, Inc.
Cole McClellan
Control person · since January 2023
- Owns 10% to 25% of Corus Family Wealth Advisors, Inc.
Kevin Nelson
Control person · since January 2015
- Owns 5% to 10% of Corus Family Wealth Advisors, Inc.
Christian Community Foundation Inc., Dba Waterstone
since December 2025
- Owns 5% to 10% of Corus Family Wealth Advisors, Inc.
Christian Community Foundation
since December 2025
Corus Family Wealth Advisors’ regulatory assets grew 2.5× from $246M (May 2021) to $620M (May 2026); clients rose from 75 to 133 and employees from 3 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $620M | 133 | 10 | 1 |
| April 2025 | $541M | 126 | 8 | 1 |
| March 2024 | $403M | 106 | 8 | 1 |
| March 2023 | $333M | 100 | 6 | 1 |
| May 2022 | $323M | 77 | 4 | 1 |
| May 2021 | $246M | 75 | 3 | 1 |
Besides its headquarters, Corus Family Wealth Advisors has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 5900 S. Lake Forest Drive, Suite 280, McKinneyHQ
Other business names
Corus Family Wealth Advisors has reported 1 other business name to the SEC.
- Corus
Contact and registration details
- Legal name
- Corus Family Wealth Advisors, Inc.
- Headquarters
- 5900 S. Lake Forest Drive, Suite 280, McKinney, TX 75070
- Website
- coruswealth.com
- Phone
- 972-422-1010
- @corus-family-wealth-advisors
- SEC file
- 801-118534
- Founded
- 1999
- Structure
- Texas corporation
- Fiscal year end
- December
Corus Family Wealth Advisors uses Charles Schwab ($429M) as custodian for its separately managed accounts. Corus Family Wealth Advisors has custody of $49.7M in client assets for 42 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $429M100%
At year end, Corus Family Wealth Advisors’ separately managed accounts were mostly in funds (75%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $145M across 82 positions; the largest are Dimensional ETF Trust (17.7%), Fiserv Inc. (9.3%) and Apple Inc. (7.3%).
What the accounts hold
- Stocks19%
- Funds75%
- Registered funds52%
- Pooled vehicles23%
- Bonds2%
- Cash3%
- Other1%
- Variable life1%
Reported 13F holdings
- $145M
- Reported 13F value
- 82
- Positions
- 64.0%
- In the 10 largest
- +18.3%
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF17.7%
- Fiserv Inc.9.3%
- Apple Inc.7.3%
- iShares TR · Fltg Rate NT ETF5.7%
- Dimensional ETF Trust · Dimensional US5.4%
- Danaher Corp. Del5.2%
- Dimensional ETF Trust · US High Prof ETF4.0%
- Dimensional ETF Trust · Intl Core Equity3.9%
- Dimensional ETF Trust · US Small Cap ETF2.8%
- Dimensional ETF Trust · Internatnal Val2.8%
Together, the ten largest are 64.0% of reported value.
How many clients does Corus Family Wealth Advisors have?
Corus Family Wealth Advisors has 133 clients and manages $620 million for them, as of May 2026. They include 70 high-net-worth individuals, 57 individual clients and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026
What services does Corus Family Wealth Advisors offer?
Corus Family Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, family office services, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Corus Family Wealth Advisors charge?
Corus Family Wealth Advisors charges 0.50%–1.25% a year for its Investment supervisory services. The fee is billed in advance, is negotiable and has a $20,000 annual minimum.
Which custodians does Corus Family Wealth Advisors use?
Corus Family Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $429M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 May 2026
How many financial advisors does Corus Family Wealth Advisors have?
Corus Family Wealth Advisors has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Corus Family Wealth Advisors invest in?
At the end of its last fiscal year, Corus Family Wealth Advisors’ separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 23% pooled vehicles (private funds and similar), 19% exchange-traded equities, 3% cash and equivalents, 2% investment grade corporate bonds and 1% other. The 1% other category is described as: Variable Life.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Corus Family Wealth Advisors?
Corus Family Wealth Advisors’ direct owners are Kelley Schubert, Kevin Nelson, Cole McClellan, Christian Community Foundation Inc., Dba Waterstone and Christian Community Foundation, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 May 2026
How does Corus Family Wealth Advisors get paid?
Corus Family Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Corus Family Wealth Advisors?
Corus Family Wealth Advisors’ main office is at 5900 S. Lake Forest Drive, Suite 280, McKinney, TX 75070. Its phone number is 972-422-1010. Its website is coruswealth.com.