Corvus Financial LLC

RIASEC Registered
Total AUM
$186K
Discretionary
$0
0% of AUM
Avg account
$186K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
157694
Fee structure
Performance Based Fees, Other
Client types
  • Investment Companies100%

Firm profile

FINTRX

Overview

Corvus Financial LLC operates as a limited liability company focused primarily on providing advisory services to institutional clients. The firm employs a performance-based fee structure, aligning its interests with those of its clients. While it does not engage in capital allocation or serve as a pension consultant, Corvus Financial is involved in various advisory activities. The firm is not classified under any specific category, indicating a broad approach to investment management without a defined niche.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Bryan Oliver

    Bryan Oliver

    FounderCRD 5915796

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth