Corvus Wealth Advisors LLC

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Corvus Wealth Advisors LLC
CRD #311261
SEC #801-119912
CIK #
AUM 1,080.6 M (2026-03-24)
Employees 19 (58% Investors, 0% Brokers)
Fees
Minimum
Phone805-434-2608
Address615 S Main Street
Templeton, CA 93465
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
110088066044022002010201520212027
Fees and Compensation — Form ADV Part 2A (3/24/2026) [Brochure]
ITEM 5: FEES AND COMPENSATION
 A. Compensation for Advisory Services
 As described in greater detail below, CWA charges different types of fees, including fees based
 on a percentage of assets under management, fixed fees and hourly fees. The specific fees
 charged by CWA for its services will be set forth in the Client’s respective Agreement.

 Fees are negotiable under certain circumstances at the sole discretion of CWA. In addition, CWA
 has full discretion to waive its advisory fees in their entirety. Although CWA believes its fees are
 competitive, Clients should be aware that lower fees for comparable services may be available
 from other sources.

 Please note that certain “legacy clients” of the Firm will have a fee schedule and/or billing
 practices that differ from those disclosed herein; and will be subject to different or no minimum
 fees. Legacy clients are those clients that had a pre-existing arrangement with an investment
 adviser representative before that investment adviser representative became registered with
 CWA. In those instances, the specific fees and billing practices will be as described in the
 respective legacy client’s agreement.

     1. Fixed and Hourly Fees
 For Financial Guidance Services, the Firm generally charges a fixed fee and/or an hourly fee.
 The Firm’s fixed fees are typically assessed as a one-time fee that typically ranges from $2,000 –
 $5,000, or from $250 – $350 on an hourly rate basis, based on the scope and complexity of the
 requested services, as stipulated in the Agreement. These rates can be negotiated based on the
 sole discretion of the Firm.

 Clients generally pay $500 of the estimated fee upon execution of the Agreement. An invoice
 for services is issued on completion of the written analysis, which is payable upon receipt.
 Clients may terminate the Agreement, without penalty, at any time upon written notice. At the
 time of termination, any prepaid fees will be prorated based on the amount of work completed by
 the Firm as of the date the notice of termination is received, and any unearned fees will be
 returned to the Client.

 For Clients receiving Financial Life Management services, the Firm will typically waive and/or
 debit any fees received towards the Client’s ongoing investment management fee that is based
 upon a percentage of assets under management. Please see below for additional information.

     2. Fees Based Upon a Percentage of Assets Under Management
  CWA’s fee for the following Services are based upon a percentage of assets under management
  (“AUM”), including cash and cash equivalents. The Firm’s fees are calculated and assessed
  quarterly, in arrears, based on the following annual percentages:

S0183535.1                                                                                              10

  Corvus Wealth Advisors LLC
  Form ADV Part 2A

        a. Financial Life Management

                    ASSETS UNDER MANAGEMENT                  ANNUAL FEES
                    First $1,000,000.00                      1.00%
                    $1,000,000.01 - $3,000,000.00            0.75%
                    $3,000,000.01 - $5,000,000.00            0.50%
                    Amounts over $5,000,000.01               0.35%

 CWA requires a minimum annual fee of $5,000 for Financial Life Management services. The
 minimum fee is assessed quarterly in arrears. Should a Client open an account during a quarter,
 the minimum fee will be prorated based on the number of days the account was open during the
 quarter. For account values below $500,000, this may equate to a fee greater than 1%.

        b. Investment Management

                    ASSETS UNDER MANAGEMENT                  ANNUAL FEES
                    First $1,000,000.00                      0.80%
                    $1,000,000.01 - $3,000,000.00            0.50%
                    $3,000,000.01 - $5,000,000.00            0.40%
                    Amounts over $5,000,000.01               0.30%

 CWA requires a minimum annual fee of $4,000 for Investment Management only services. The
 minimum fee is assessed quarterly in arrears. Should a Client open an account during a quarter,
 the minimum fee will be prorated based on the number of days the account was open during the
 quarter. For account values below $500,000, this equates to a fee greater than 0.80%.

        c. Non-Profit 501(c)(3) Investment Management

                    ASSETS UNDER MANAGEMENT                  ANNUAL FEES
                    First $5,000,000.00                      0.50%
                    Amounts over $5,000,000.01               0.25%

 CWA requires a minimum annual fee of $2,500 for Non-Profit 501(c)(3) Investment
 Management only services. The minimum fee is assessed quarterly in arrears. Should a Client
 open an account during a quarter, the minimum fee will be prorated based on the number of days
 the account was open during the quarter. For account values below $500,000, this may equate to
 a fee greater than 0.50%.

S0183535.1                                                                                         11

  Corvus Wealth Advisors LLC
  Form ADV Part 2A

        d. Tactical Cash Management Strategy

                     ASSETS UNDER MANAGEMENT                    ANNUAL FEES
                     All Assets                                 0.25%

CWA requires a minimum annual fee of $1,000 for Tactical Cash Management Strategy services.
The minimum fee is assessed quarterly in arrears if the total quarterly fee for the assets under
management will not equal one quarter of the minimum fee. Should a client open an account during
a quarter, the minimum fee will be prorated based on the number of days the account was open
during the quarter. For account values below $400,000, this will likely equate to a fee greater than
0.25%.

        e. Retirement Plan Consulting Services

                     ASSETS UNDER MANAGEMENT                    ANNUAL FEES
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/24/2026) [Brochure]
ITEM 7: TYPES OF CLIENTS
  A. Description
 CWA typically provides its services to individuals, high net worth individuals, trusts, estates, or
 charitable organizations, corporations and pension and profit-sharing plans (“Client”).

  B. Conditions for Managing Accounts
 The Firm generally does not require a minimum amount to open an account. However, there is a
 minimum annual fee for Financial Life Management Services of $5,000, a minimum annual fee
 for Investment Management Services of $4,000; a minimum annual fee for Non-Profit 501(c)(3)
 of $2,500; a minimum annual fee of $1,000 for Tactical Cash Management Strategy; and a
 minimum annual fee for Retirement Plan Consulting Services of $3,000.
 The Firm reserves the right to accept or decline a potential Client for any reason in its sole
 discretion. Prior to engaging the Firm to provide any of the investment advisory services
 described in this Brochure, the Client will be required to enter into one or more written
 Agreements with the Firm setting forth the terms and conditions under which the Firm shall
 render its services.
  There are times when certain restrictions are placed by a Client, which prevents CWA from
  accepting or continuing to manage the account. CWA reserves the right to not accept and/or
  terminate management of a Client’s account if it feels that the Client imposed restrictions which
  would limit or prevent it from meeting and/or maintaining its overall investment strategy.

S0183535.1                                                                                             15

  Corvus Wealth Advisors LLC
  Form ADV Part 2A
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 212 85.5
(b) Individuals (high net worth individuals) 151 511.2
(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 128 427.9
(h) Charitable organizations 15 25.7
(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 12 30.3
(n) Other 0 0.0
Total 1,491 1,080.6
By Discretionary
Discretionary 1,444 1,002.5
Non-Discretionary 47 78.0
Total 1,491 1,080.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,080.6
Total 1,491 1,080.6
Firm Profile (Form ADV)
Clients11
ServesInstitutional, Retail
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