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CORUS FAMILY WEALTH ADVISORS, INC.

MCKINNEY, TX · CRD 114702 · IAPD ↗ · 972-422-1010

$619.5MRegulatory AUM
8Advisory reps
10Employees
2Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — CORUS FAMILY WEALTH ADVISORS, INC. grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — SCHUBERT & COMPANY, INC. is now doing business as CORUS FAMILY WEALTH ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
April 2025 — CORUS FAMILY WEALTH ADVISORS, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — CORUS FAMILY WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($403.5M -> $541.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — SCHUBERT & COMPANY, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.