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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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