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Corus Family Wealth Advisors, Inc.

Updated today

Client assets under management

$552,457,153

Clients

127

55% high-net-worth

Advisors

7

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

18

Very Low

Average account size

$4,350,056

About

Corus Family Wealth Advisors provides discretionary investment management, financial planning, and family office services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm reports managing roughly $619.5 million on a discretionary basis across about 127 client relationships and acts as a fiduciary in client engagements.

The firm uses a consultative process to tailor portfolios based on modern portfolio theory, employing diversified allocations across asset classes and implementing strategies primarily with ETFs and institutional mutual funds (including Dimensional Fund Advisors), while also using separately managed accounts, private credit, and private placements when appropriate. Corus generally pursues long‑term, tax‑aware rebalancing and notes that it may employ options/derivative strategies and alternative investments in selected accounts.

Compared with many peers, Corus discloses several uncommon arrangements: an affiliated accounting firm that shares offices and personnel and provides tax and accounting services to some clients, ownership interests in related managers (Corus Africa Management/52Africa) and the ability to recommend participation in a proprietary private fund, and advisor involvement in oil & gas partnership interests. The firm’s disclosures also indicate it has used hypothetical performance and client testimonials in its advertising, features that are relatively rare among similar team advisers.

Client services

Financial planning Portfolio management Family office and trust services

Expertise

Private / alternative investments Real estate investing Cash flow / budgeting General tax planning

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Family office services charged as a flat fee ranging from $10,000 to $100,000, billed bi-annually

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Project-based

Hourly rates from $150 to $250 per hour for financial planning services

Other

Minimum fee: Minimum annual fee of $20,000 for investment supervisory services Fee-only: Financial planning fees charged hourly from $150 to $250 per hour, negotiable and may be waived

Main office location

Corus Family Wealth Advisors, Inc.

5900 S. Lake Forest Drive, Suite 280

Mckinney TX 75070, United States

Number of offices

1

Most active in

Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cole M

Series 65

Mckinney, TX

Corus Family Wealth Advisors, Inc.

Cole Mc Clellan is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. He holds a Series 65 credential and has prior work history at PwC and Schubert & Company, Inc. Outside of his advisory role, he manages First Light Brothers, LP, a limited partnership focused on undeveloped land investment and related accounting, tax, and legal matters. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach based on modern portfolio theory, utilizing diversified portfolios composed mainly of ETFs and institutional mutual funds, supplemented by separately managed accounts and a broad set of asset classes.

Private / alternative investments Real estate investing Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

Kelley S

CFP®, Series 63

Mckinney, TX

Corus Family Wealth Advisors, Inc.

Kelley Schubert is a CFP® with 26 years of industry experience, currently serving at Corus Family Wealth Advisors, Inc. in McKinney, TX. She has held leadership roles in multiple oil and gas exploration partnerships and maintains an affiliated accounting practice, Kelley J. Schubert, P.C. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, utilizing a long-term, asset-allocation approach grounded in modern portfolio theory. The firm typically employs diversified portfolios of ETFs and institutional mutual funds, with access to a broad range of asset classes including private credit, private real estate, and oil and gas partnership interests.

Private / alternative investments Real estate investing Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

David W

Series 65

Mckinney, TX

Corus Family Wealth Advisors, Inc.

David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 65 credential and approximately one year of industry experience. His prior work includes roles at HighGround Advisors, Sandia National Laboratories, and Dallas Baptist University. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a range of alternative asset classes and third-party research.

Private / alternative investments Real estate investing Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

Garrett W

Series 65

Mckinney, TX

Corus Family Wealth Advisors, Inc.

Garrett Williams is a financial advisor at Corus Family Wealth Advisors, Inc. based in McKinney, TX. He holds a Series 65 credential and has four years of industry experience. His prior work includes roles at Schubert & Company, Financial Innovations LLC, and Beacon Pointe Advisors. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

Private / alternative investments Real estate investing Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

Westley S

Series 65

Mckinney, TX

Corus Family Wealth Advisors, Inc.

Westley Schubert is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Corus, he worked at The Boeing Company for three years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

Private / alternative investments Real estate investing Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

Kevin N

CFP®

Mckinney, TX

Corus Family Wealth Advisors, Inc.

Kevin Nelson is a CFP® professional with 19 years of experience in financial advising. He has been with Schubert & Company, Inc. since 2006 and currently works at Corus Family Wealth Advisors, Inc. in McKinney, TX. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy using diversified portfolios mainly composed of ETFs and institutional mutual funds, complemented by a broad range of asset classes and third-party research.

Private / alternative investments Real estate investing Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

Kathryn A

Series 63, Series 65

Mckinney, TX

Corus Family Wealth Advisors, Inc.

Kathryn Atkins is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schubert & Company since 2017. Prior to that, she worked at Lucas Christian Academy for six years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy based on modern portfolio theory, utilizing diversified portfolios mainly composed of ETFs and institutional mutual funds, with options for separately managed accounts.

Private / alternative investments Real estate investing Cash flow / budgeting General tax planning Founder/Business Owner Retired
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