DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••• F••••• W••••• A•••••••• I•••
Latest filing May 6, 2026
First filing on the tape Mar 26, 2020 · 18 filings
SEC status approved since Apr 27, 2020
RAUM
$620M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
89%
$552M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$68.8M
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$620M as of May 6, 2026
Mar 17, 2021$246M then
HNW client RAUM$539M as of May 6, 2026
Mar 17, 2021$203M then
State-registered IARs (5.B.3)7 as of May 6, 2026
Mar 17, 20212 then
Employees (5.A)10 as of May 6, 2026
Mar 17, 20213 then
Private funds: no history
RAUM +14% over the last fiscal year+23% a year over threeIARs 5 to 7
Practice profile
derived from the filing of May 6, 2026; every figure names its basis
- RAUM per advisor
- $68.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 14derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.7MderivedHNW RAUM over HNW clients
- Average account
- $885,017derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +40%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Custody
- $49.7M, 42 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$539M87%
- Charitable organizations$65.0M10%
- Individuals$13.1M2.1%
- Pension and profit-sharing plans$2.1M0.3%
- Individual clients
- 57reported
- HNW clients
- 70reported
- Pension plan clients
- n/areported
- Charitable clients
- 6reported
- Accounts
- 700reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $49.7M for 42 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| K••••• J•• S•••••••Certified Financial Planner | Mckinney, Tx | Jul 22, 1999 | 32 y | 0 |
| K•••• A••• N•••••Certified Financial Planner | Mckinney, Tx | Jan 11, 2007 | 19 y | 0 |
| C••• D•••• M•••••••• | Mckinney, Tx | Sep 10, 2021 | 10 y | 0 |
| K•••••• W••• A••••• | Mckinney, Tx | Dec 9, 2021 | 32 y | 0 |
| G•••••• B•••• W••••••• | Mckinney, Tx | Jan 12, 2023 | 15 y | 1 |
| W•••••• S•••• S••••••• | Mckinney, Tx | Apr 29, 2025 | 11 y | 0 |
| D•••• M•••••• W•••••• | Mckinney, Tx | Sep 23, 2025 | 11 y | 0 |
| J••••• D•••• S••••Chartered Financial Consultant | Mckinney, Tx | Apr 28, 2026 | 11 y | 1 |
| C•••• S•••• | Mckinney, Tx | Aug 19, 2026 | 11 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C•••• S•••• from C•••••• S••••• • C••• I•••Aug 19, 2026 · Affiliated broker-dealer or bank to independent RIA
- J••••• D•••• S•••• from 3••• F•••••••• S••••••• L••Apr 28, 2026 · Other
- G•••••• B•••• W••••••• from W••••• I•••• A•••••••Jan 12, 2023 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••••• C•••• D•••• · Shareholdercontrolsince 01/2023 · owns 25% to 50%
- N•••••• K••••• A••• · Chief Financial Officer/Chief Compliance Officercontrolsince 01/2015 · owns 10% to 25%
- S•••••••• K•••••• J•• · Presidentcontrolsince 06/1999 · owns 50% to 75%
Related persons
Schedule D 7.A
- F•••• L•••• B•••••••• L•pooled vehicle sponsorn
- K••••• J• S•••••••• P•insurancen
- T••••••••• O•• • G••• I•••n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mckinney, Tx · principal | 9 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 686 to 700Oct 30, 2025 to Mar 30, 2026
- Advisory employees · 6 to 8Oct 30, 2025 to Mar 30, 2026
- HNW clients · 61 to 70Oct 30, 2025 to Mar 30, 2026
- Individual clients · 59 to 57Oct 30, 2025 to Mar 30, 2026
- Assets in custody · $30.9M to $49.7MOct 30, 2025 to Mar 30, 2026
- Employees · 8 to 10Oct 30, 2025 to Mar 30, 2026
- State-registered IARs · 5 to 7Oct 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $541M to $620MOct 30, 2025 to Mar 30, 2026
- HNW RAUM · $468M to $539MOct 30, 2025 to Mar 30, 2026
- Individual RAUM · $13.2M to $13.1MOct 30, 2025 to Mar 30, 2026
- Pension RAUM · $1.7M to $2.1MOct 30, 2025 to Mar 30, 2026
- RAUM · $541M to $620MOct 30, 2025 to Mar 30, 2026
- Accounts · 603 to 686Aug 8, 2024 to Apr 29, 2025
- Business name · S••••••• • C••••••• I••• to C•••• F••••• W••••• A•••••••• I•••Aug 8, 2024 to Apr 29, 2025
- HNW clients · 55 to 61Aug 8, 2024 to Apr 29, 2025
- Individual clients · 45 to 59Aug 8, 2024 to Apr 29, 2025
- Assets in custody · $46.3M to $30.9MAug 8, 2024 to Apr 29, 2025
- Financial planning clients · 26-50 to 51-100Aug 8, 2024 to Apr 29, 2025
- Legal name · S••••••• • C••••••• I••• to C•••• F••••• W••••• A•••••••• I•••Aug 8, 2024 to Apr 29, 2025
- Discretionary RAUM · $403M to $541MAug 8, 2024 to Apr 29, 2025
- HNW RAUM · $341M to $468MAug 8, 2024 to Apr 29, 2025
- Individual RAUM · $10.8M to $13.2MAug 8, 2024 to Apr 29, 2025
- Pension RAUM · $1.6M to $1.7MAug 8, 2024 to Apr 29, 2025
- RAUM · $403M to $541MAug 8, 2024 to Apr 29, 2025
- Accounts · 561 to 603Sep 29, 2023 to Mar 21, 2024
- Charity clients · 5 to 6Sep 29, 2023 to Mar 21, 2024
- HNW clients · 42 to 55Sep 29, 2023 to Mar 21, 2024
- Individual clients · 53 to 45Sep 29, 2023 to Mar 21, 2024
- Assets in custody · $29.1M to $46.3MSep 29, 2023 to Mar 21, 2024
- Employees · 6 to 8Sep 29, 2023 to Mar 21, 2024
- Discretionary RAUM · $333M to $403MSep 29, 2023 to Mar 21, 2024
- HNW RAUM · $274M to $341MSep 29, 2023 to Mar 21, 2024
- Individual RAUM · $16.1M to $10.8MSep 29, 2023 to Mar 21, 2024
- Pension RAUM · $1.3M to $1.6MSep 29, 2023 to Mar 21, 2024
- RAUM · $333M to $403MSep 29, 2023 to Mar 21, 2024
- Accounts · 476 to 561May 26, 2022 to Mar 20, 2023
- Advisory employees · 4 to 6May 26, 2022 to Mar 20, 2023
- Charity clients · unset to 5.0May 26, 2022 to Mar 20, 2023
- HNW clients · 35 to 42May 26, 2022 to Mar 20, 2023
- Individual clients · 42 to 53May 26, 2022 to Mar 20, 2023
Signals
3 dated events
- C•••• F••••• W••••• A•••••••• I••• reported RAUM $541.2M, up 34% from $403.5M (2024-08-08 to 2025-04-29)Apr 29, 2025 · RAUM change · derived
- C•••• F••••• W••••• A•••••••• I••• reported RAUM $245.5M, up 89% from $130.2M (2020-07-23 to 2021-03-17)Mar 17, 2021 · RAUM change · derived
- S••••••• • C••••••• I••• filed its initial SEC registration (Form ADV)Mar 26, 2020 · ria f•••• adv filing · fact
Across DFX
shared identifiers only, never a name match
- C•••• F••••• W••••• A•••••••• I••• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Business email
- info@coruswealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- beth@coruswealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- mike@coruswealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- vanessa@coruswealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 972-422-1010reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- coruswealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 972-422-1010reportedpublic record, Form ADV, May 6, 2026
- Team page
- coruswealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $68.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026