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| Happy Holidays!! thanks for using AUM13F!! |
| Corus Family Wealth Advisors Inc
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| CRD # | 114702 |
| SEC # | 801-118534 |
| CIK # | 0001894830 |
| AUM | $541.2 M (2025-04-29) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 972-422-1010 |
| Address | 5900 S Lake Forest Drive Mckinney, TX 75070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001894830 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fiserv Inc | 48.1 | ||
| Apple Inc | 15.3 | ||
| Danaher Corp /DE/ | 7.8 | ||
| Veralto Corp | 1.7 | ||
| Microsoft Corp | 1.3 | ||
| Nvidia Corp | 1.2 | ||
| Exxon Mobil Corp | 1.1 | ||
| Tesla Motors Inc | 0.9 | ||
| AT&T Inc | 0.7 | ||
| Capital One Financial Corp | 0.7 | ||
| Amazon Com Inc | 0.7 | ||
| Roblox Corp | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 13.2 |
| (b) Individuals (high net worth individuals) | 61 | 467.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.7 |
| (h) Charitable organizations | 6 | 58.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 686 | 541.2 |
| By Discretionary | ||
| Discretionary | 686 | 541.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 686 | 541.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.2 | |
| Total | 686 | 541.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001894830] |
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|---|---|---|
|
Gagnon Securities LLC
✚
|
NY | 0.5 |
|
Mulholland Wealth Advisors LLC
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Independent Investors Inc
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Ventira Private Wealth Management Ltd
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0.5 | |
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Hemsley Advisors Ltd
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IL | 0.5 |
|
Dumont & Blake Investment Advisors LLC
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|
NJ | 0.5 |
|
Planned Solutions Financial & Insurance Services Inc
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|
CA | 0.5 |
|
Meridian Investment Counsel Inc
✚
|
0.5 | |
|
Ariadne Wealth Management LP
✚
|
CA | 0.5 |