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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-1999
- Office Locations
- 1
Office Locations
About Corus Family Wealth Advisors, Inc.
Corus Family Wealth Advisors is a Texas-based RIA serving entrepreneurs and ultra-affluent Christian families. The team coordinates investment management with estate and multi-generational planning, charitable strategies, asset protection, and M&A consulting. Differentiator: in-house tax preparation and consulting (Corus Tax) to align portfolio, business, and tax decisions; typically uses ETFs and mutual funds, with select alternatives.
Reported data analysis
What the numbers show
Between October 30, 2025 and May 6, 2026, reported AUM increased 14.5%, from $541.2M to $619.5M.
Across 5 reported observations, AUM increased 91.9% between May 26, 2022 and May 6, 2026, from $322.8M to $619.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 135 clients, or 16.9 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on May 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Platform
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Owner & Executives
Cole Davis McClellan
Manager, Wealth Advisor
- CRD
- #6610173
- Ownership
- 25% but less than 50%
KELLEY JOE SCHUBERT
Certified Financial Planner, Manager, President
- CRD
- #2411434
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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KATHRYN WADE ATKINS
Director
- CRD
- #2428449
Cole McClellan
Partner
- CRD
- --
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $619,512,128 | $885,017 |
| Non-Discretionary | $0 | -- |
| Total | $619,512,128 | $885,017 |
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Separately Managed Accounts
SMA allocation detail is available
Corus Family Wealth Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Corus Family Wealth Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.