CORVUS WEALTH ADVISORS LLC
Latest filing: Jul 29, 2025 (60 days ago)
AUM
$870,591,493
21% change vs. 1 year ago
40% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
12
9% change vs. 1 year ago
33% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
TEMPLETON, CA
615 S. MAIN STREET, TEMPLETON, CA, UNITED STATES, 93465
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.1 |
| Total | $0.9 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.4 |
| Total | $0.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 199 | $0.1 |
| Average Individual AUM | $384,498 | |
| HNW | 126 | $0.4 |
| Average HNW AUM | $3,198,268 | |
| Retail Total | 325 | $0.5 |
| Average Retail AUM | $1,475,375 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
| CHARLES SCHWAB TRUST BANK | SAN FRANCISCO-CA-USA | $0.1 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.9 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 3% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 89% | $0.8 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 99% | $0.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| GARCIA, ROBERT, ALAN | MANAGER AND CHIEF COMPLIANCE OFFICER, TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST |
| HERZOG, CAROLYN, JANE | MANAGER AND CHIEF INVESTMENT OFFICER, TRUSTEE OF THE CAROLYN HERZOG REVOCABLE TRUST, U/D/T DATED OCTOBER 18, 2017 |
| DONNELLY, DEBORAH | TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST |
| CROUT, GISELLE, NMN | OWNER |
ADVDB.CO • SOURCE: SEC
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| STEPHANIE KEMP | TEMPLETON | CA | S63|2012-02-25|S65|2013-01-24 | ||||||
| ELIZABETH TELFORD | TEMPLETON | CA | S66|2021-11-19 | ||||||
| CAROLYN HERZOG | TEMPLETON | CA | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| ALISON VENN | TEMPLETON | CA | S65|2016-10-25 | CERTIFIED FINANCIAL PLANNER | |||||
| SPENCER RHODE | TEMPLETON | CA | S65|2022-02-24 | ||||||
| NICHOLAS FEDROW | TEMPLETON | CA | S66|2017-01-09 | ||||||
| ROBERT GARCIA | TEMPLETON | CA | S63|1997-11-03|S65|1998-03-02 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.9 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $0.9 | $0.0 | 0% | 11 | 1 | 9% |
| 2024-04-02 | $0.7 | $0.1 | 21% | 11 | 1 | 9% |
| 2023-04-04 | $0.6 | $0.3 | 45% | 11 | 1 | 9% |
| 2022-04-01 | $0.6 | $0.2 | 40% | 9 | 3 | 33% |
| 2021-04-05 | $0.5 | $0.3 | 61% | 8 | 4 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-12/15/2020, ID-02/07/2024, OR-03/11/2021, TX-03/07/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV