$619.5M Total AUM
$619.5M Disc. AUM
-- 3Y CAGR
10 Employees
135 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon legacy
- Established Date
- 07-22-1999
- Office Locations
- 3
Office Locations
5900 S. Lake Forest Drive Suite 280 Mckinney TX
5900 South Lake Forest Dr. Suite 280 Mckinney TX
-- -- --
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.
Team overview
28 AVG AGE
$77.4M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
7.6 yrs AVG TENURE
10 Employees
8 Advisory Reps
7 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Peak summit Harbor Ember crest Delta alpha Alpha Ember ember
Client Personas
Momentum summit Matrix
Custodian
Frontier vital Summit Atlas
Investment Themes
Wave meridian Prime summit Vector ember Meridian peak
Investment Vehicles
Optima ridge
Platform
Atlas focus
Services
Eagle Vector summit Zenith Frontier Frontier crest Value glacier Oak Value Fusion Prime wave Vector
Technology
Glacier momentum
Owner & Executives
C
Cole Davis McClellan
Wealth Advisor
- CRD
- #6610173
- Ownership
- 25% but less than 50%
(487) 315-2271
pioneer.legacy@frontiercapital.com
in linkedin.com/in/foundation-summit
K
KELLEY JOE SCHUBERT
Certified Financial Planner, President
- CRD
- #2411434
- Ownership
- 25% but less than 50%
(277) 591-4013
peak.legacy@elementcapital.com
in linkedin.com/in/crest-vertex
L
Legacy harbor
Unison legacy
- CRD
- #85531
- Ownership
- 34.2%
(591) 370-1318
element.beacon@harborcapital.com
in linkedin.com/in/north-zenith
Showing 2 of 3 owners & executives
Unlock allContacts
K
KATHRYN WADE ATKINS
Director
- CRD
- #2428449
(213) 923-4681
wave.meridian@insightcapital.com
in linkedin.com/in/vertex-focus
C
Cole McClellan
Partner
- CRD
- --
(444) 513-1371
catalyst.pathway@vectorcapital.com
in linkedin.com/in/ridge-north
M
Meridian alpha
Ember foundation
- CRD
- #50314
(465) 426-7718
focus.vertex@vectorcapital.com
in linkedin.com/in/oak-fusion
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $619,512,128
Public Funds:
26.1% Private Funds:
13.1% Equity - Exchange:
13.6% Cash:
12.7% Corporate - Investment Grade:
14.9% Other:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,432,471,444 | 26.1% |
| Private Funds | $718,979,920 | 13.1% |
| Equity - Exchange | $746,421,902 | 13.6% |
| Cash | $697,026,335 | 12.7% |
| Corporate - Investment Grade | $817,771,055 | 14.9% |
| Other | $1,075,725,683 | 19.6% |
| Total | $5,488,396,339 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA HORIZON QUANTUM | QUANTUM MOMENTUM | CIP3C00JX | WPC | 5.33% | $103,325,907 |
| PEAK VECTOR FRONTIER | FUSION CREST | MNAR7ZB5I | PKELV | 5.26% | $86,203,157 |
| EAGLE PATHWAY QUANTUM | UNISON INSIGHT | EOLT0MI7K | MZI | 10.71% | $84,459,211 |
| LEGACY UNISON PIONEER | PRIME PIONEER | ZY211T1D2 | JFC | 4.85% | $106,656,755 |
| FUSION BRIDGE | NORTH BEACON | 508F79SE8 | LFIH | 2.04% | $80,531,793 |
| ELEMENT FRONTIER | FRONTIER WAVE | RU81C9HQM | JFODA | 5.68% | $21,222,683 |
| GLACIER RIDGE MATRIX | ZENITH INSIGHT | 6IN5Z4CWH | XSUSY | 12.18% | $35,973,943 |
| ATLAS ALPHA | CREST VITAL | YKTCY0XW4 | PUI | 5.27% | $113,824,131 |