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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-15-2020
- Office Locations
- 2
Office Locations
About Corvus Wealth Advisors LLC
Corvus Wealth Advisors is an independent RIA providing integrated wealth management, financial planning, and retirement plan services. The team works with individuals nearing or in retirement, employer retirement plan sponsors, and boards/investment committees overseeing endowments. They help refine investment policy, build and monitor customized portfolios and fund lineups, and operate on a transparent fee schedule with independent custody (e.g., Schwab or Fidelity).
Reported data analysis
What the numbers show
Between November 11, 2025 and March 24, 2026, reported AUM increased 24.1%, from $870.6M to $1.1B.
Across 5 reported observations, AUM increased 74.1% between October 24, 2022 and March 24, 2026, from $620.8M to $1.1B.
Of the latest reported AUM, 92.8% is discretionary and 7.2% is non-discretionary.
The firm reports 11 advisory representatives and 529 clients, or 48.1 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ROBERT ALAN GARCIA
Chief Compliance Officer, Manager, Wealth Advisor
- CRD
- #2825274
- Ownership
- Less than 5%
CAROLYN JANE HERZOG
Chief Investment Officer, Manager, Wealth Advisor
- CRD
- #4159202
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Travis Domingues
FINANCIAL PLANNING ASSOCIATE
- CRD
- #8140044
STEPHANIE CHRISTINA KEMP
Retirement Plan Advisor
- CRD
- #6023466
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,002,545,700 | $694,284 |
| Non-Discretionary | $78,004,744 | $1,659,675 |
| Total | $1,080,550,444 | $724,715 |
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Separately Managed Accounts
SMA allocation detail is available
Corvus Wealth Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.