President · Corus Family Wealth Advisors, Inc.
Kelley J. Schubert
CRD 2411434 · Named on Form ADV at one SEC-registered adviser
At a glance
Corus Family Wealth Advisors, Inc., an SEC-registered wealth manager based in McKinney, TX with $620 million in regulatory assets, lists Kelley J. Schubert on its Form ADV as President, a control person.
Firms and roles
- Corus Family Wealth Advisors, Inc.PresidentWealth manager · McKinney, TX · $620M in regulatory assets
AtlasMembers
Kelley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kevin A. NelsonChief Financial Officer/chief Compliance Officer, Corus Family Wealth Advisors, Inc.
- Cole D. McClellanShareholder, Corus Family Wealth Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.