SCHUBERT & COMPANY, INC.

Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 1: Cover Page Corus Family Wealth Advisors, Inc. 5900 S. Lake Forest Drive, Ste. 280 McKinney, Texas 75070 P: 972-422-1010 www.coruswealth.com March 25, 2025 This Brochure provides information about the qualifications and business practices of Corus Family Wealth Advisors, Inc. (“Corus Family Wealth Advisors”). If you have any questions about the contents of this Brochure, please contact us at info@coruswealth.com or 972-422- 1010. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Corus Family Wealth Advisors is a registered investment adviser. Registration of an Investment Adviser does not imply a certain level of skill or training. The oral and written communications of an Adviser provide you with information about which you determine to hire or retain an Adviser. Additional information about Corus Family Wealth Advisors is also available on the SEC’s website at www.adviserinfo.sec.gov. Corus Family Wealth Advisors’ CRD number is 114702. i  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 2: Summary of Material Changes There have been material changes since March 21, 2024, Form ADV filed on the IARD system as follows: Effective July 1, 2024, the ownership interests of Cole McClellan have increased. Following these changes, Kelley Schubert, Kevin Nelson, and Cole McClellan are all owners of Corus Family Wealth Advisors, Inc. with Kelley Schubert and Cole McClellan as the principal owners. Effective February 24, 2025, we changed our name to Corus Family Wealth Advisors, Inc. ii  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 3: Table of Contents Item 1: Cover Page ........................................................................................................ i Item 2: Summary of Material Changes ........................................................................... ii Item 3: Table of Contents .............................................................................................. iii Item 4: Advisory Business .............................................................................................. 1 Item 5: Fees and Compensation ..................................................................................... 3 Item 6: Performance-Based Fees and Side-By-Side Management ................................... 7 Item 7: Types of Clients ................................................................................................. 7 Item 8: Methods of Analysis, Investment Strategies and Risk of Loss ............................ 7 Item 9: Disciplinary Information .................................................................................... 9 Item 10: Other Financial Industry Activities and Affiliations ........................................... 10 Item 11: Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ..................................................................................................... 11 Item 12: Brokerage Practices ......................................................................................... 12 Item 13: Review of Accounts ......................................................................................... 16 Item 14: Client Referrals and Other Compensation ........................................................ 16 Item 15: Custody ........................................................................................................... 17 Item 16: Investment Discretion ...................................................................................... 17 Item 17: Voting Client Securities .................................................................................... 17 Item 18: Financial Information ....................................................................................... 18 Privacy Policy ................................................................................................................ 18 Form ADV Part 2b for Each Supervised Person ............................................................... 20 iii  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 4: Advisory Business Corus Family Wealth Advisors, Inc. (“Corus Family Wealth Advisors”) has been providing investment services to clients since it was founded in 1999 by Kelley J. Schubert. Kelley Schubert, Kevin Nelson, and Cole McClellan are all owners of Corus Family Wealth Advisors with Kelley Schubert and Cole McClellan as the principal owners. Corus Family Wealth Advisors is an investment adviser providing investment supervisory and management services, investment advice through consultations, and financial planning services to clients including individuals, high net worth individuals, pension and profit- sharing plans, trusts, estates, and charitable organizations. Currently, most of Corus Family Wealth Advisors’ clients are individuals and high net worth individuals. Corus Family Wealth Advisors is a fiduciary and is required to act in our client’s best interest at all times. Corus Family Wealth Advisors will provide general advice on all types of investments that are in the client’s portfolio when the client begins an advisory relationship with Corus Family Wealth Advisors. It is not anticipated that Corus Family Wealth Advisors will recommend new investments in any type of security that is not listed below. However, some clients may come to Corus Family Wealth Advisors with securities in their portfolios on which Corus Family Wealth Advisors does not ordinarily issue recommendations. Because of tax issues or other factors, a client may wish to have these securities considered in the client’s overall portfolio allocation. In such cases, Corus Family Wealth Advisors will attempt to identify which category such security is most appropriately allocated to and will then consider it as part of such category when analyzing the client’s overall portfolio allocation and rebalancing needs. Corus Family Wealth Advisors offers investment advice on the following types of investments: equity securities, corporate debt, commercial paper, certificates of deposits, municipal securities, other investment company securities including variable annuities and mutual fund shares, U.S. government securities, private credit, and interest in partnership investing such as oil & gas royalties, real estate, life settlements. Investment Management and Supervisory Services Investment management and supervisory services include giving continuous and ongoing advice to a client or making investments for a client based on the individual needs of the client including portfolio management. Corus Family Wealth Advisors will manage advisory accounts on a discretionary basis. Account supervision is guided by the client’s objectives, such as maximum capital appreciation, growth, income, or growth and income. Corus Family Wealth Advisors takes a comprehensive look at each client’s needs and risk factors on an individual basis through a consultative process and tailors a portfolio specific to their needs. Corus Family Wealth Advisors considers the client’s objectives, risk tolerance, and time horizon in developing an investment strategy for the client. Corus Family Wealth Advisors will design an investment strategy for each client based on modern portfolio theory which combines specific asset classes that may behave differently from each other, into one portfolio for the purpose of reducing the overall volatility in the 1  Corus Family Wealth Advisors, Inc. Form ADV Part 2 portfolio. Corus Family Wealth Advisors will implement this strategy using multiple asset classes and a highly diversified portfolio. The asset classes may include small and large stocks, value and growth stocks, domestic, international, and emerging market stocks, real estate investment trusts (foreign and domestic), corporate and government bonds (foreign and domestic), private credit, and private real estate. Other asset classes may be used on an individualized basis as appropriate including interest in a private partnership such as oil & gas royalties, real estate, and life settlements. The clients’ assets will primarily be invested in ETFs and mutual fund shares, but investments will not necessarily be limited to only ETFs and mutual funds. Corus Family Wealth Advisors enters into an Investment Advisory Agreement with each of our clients we provide with investment supervisory and management services. In this agreement, the client has the opportunity to impose restrictions on investing in certain securities or types of securities. Financial Planning Services Corus Family Wealth Advisors also offers financial planning services for its clients upon request. Financial planning services include the analysis and/or review of issues in the areas of cash management including cash flow and income planning, income tax planning, risk management and insurance planning, retirement planning, college and education planning, investment planning, and estate planning. The planning may be done on a comprehensive basis or for a specific component as defined by the client. The complexity of the plan will depend on the client’s individual circumstances and may or may not result in a written plan. If planning is only done for a specific component, the client should understand the scope of the planning is not comprehensive in nature and does not consider the overall planning needs of the client. Corus Family Wealth Advisors is available to help implement the financial plan recommendations at the client’s discretion. Family Office Services Subject to the mutual agreement between the client and Corus Family Wealth Advisors, and only when the needs and complexities inherent in a specific client situation merit it, a separate agreement for family office services may be contracted between the client and Corus Family Wealth Advisors. The breadth and form of family office services varies widely according to the uniqueness of each client situation. These may include but are not limited to administrative support, trust management services, consulting on separately owned businesses or flow-through entities, entity management training and coordination, family governance and decision making, cash and liquidity management across multiple entities, 1031 exchanges, possible use of business property for charitable donations, and other issues which do not fit accordingly under the investment management or financial planning services provided by Corus Family Wealth Advisors. Since the list of specific items included in this category varies widely according to each client’s specific situation, each client will have a separately negotiated agreement more specifically identifying these services and a mutually agreed upon annual retainer fee. Services in this category can be very difficult to predict in timing, nature, and complexity, 2  Corus Family Wealth Advisors, Inc. Form ADV Part 2 and are often subjective according to client preference for support, advice and assistance across various financial needs. Corus Family Wealth Advisors reviews all family office services agreements periodically, not less frequently than annually, to ensure the client’s best interests and Corus Family Wealth Advisors’ fiduciary responsibility to the client are adequately captured in the details of the agreement. Corus Family Wealth Advisors uses a third-party platform to facilitate management of held away assets, which are primarily 401(k) accounts, HSAs, and other assets. The platform allows Corus Family Wealth Advisors to avoid being considered to have custody of client funds since Corus Family Wealth Advisors does not have direct access to client log-in credentials. Corus Family Wealth Advisors is not affiliated with the platform in any way and receives no compensation from them for using their platform. A link will be provided to the client allowing them to connect an account(s) to the platform. Once client account(s) is connected to the platform, Corus Family Wealth Advisors regularly reviews the available investment options in these accounts, monitor them, and rebalance and implement Corus Family Wealth Advisors’ strategies. Corus Family Wealth Advisors does not participate in any wrap fee programs. As of December 31, 2024, Corus Family Wealth Advisors managed $541,186,105 of client assets on a discretionary basis. Item 5: Fees and Compensation The specific manner in which fees are charged by Corus Family Wealth Advisors is established in each client’s written investment advisory agreement with Corus Family Wealth Advisors. The investment advisory agreement details the services to be provided and the fees to be charged. For investment management accounts, annual fees are generally based on a percentage of assets in the client’s account. Fees are charged quarterly in advance based on the total market value of the account, including cash, as of the last trading day of the preceding calendar quarter. For certain investments in the account, the fee will be based on the most recent valuation available. If an account is opened partway through a calendar quarter, Corus Family Wealth Advisors’ initial billing will include a pro-rated amount for services provided for the partial quarter in which the account was opened. Corus Family Wealth Advisors’ customary annual fee for investment supervisory services is as follows: Assets Under Management Annual Fee First $1,000,000 $1,000,001 to $2,000,000 $2,000,001 to $5,000,000 $5,000,001 to $10,000,000 Over $10,000,000 1.25% 1.00% 0.85% 0.60% 0.50% 3  Corus Family Wealth Advisors, Inc. Form ADV Part 2 The minimum annual fee for investment supervisory services is $20,000. Under certain circumstances, such as with clients who have multiple accounts with the firm, Corus Family Wealth Advisors may negotiate fees for its services, and therefore fees may vary from client to client. Corus Family Wealth Advisors reserves the right to waive the minimum fee in any circumstance it deems appropriate. Corus Family Wealth Advisors is willing to negotiate the provision of its investment supervisory services for a fixed annual fee or an hourly rate. The amount of the fee would depend on the nature of the account and the level of services the client requires and therefore Corus Family Wealth Advisors’ fixed fees and hourly rates would vary according to each engagement. Corus Family Wealth Advisors may adjust its fees upon providing thirty days written notice to the client. Payment of Fees Corus Family Wealth Advisors’ client agreement provides that investment management clients may authorize Corus Family Wealth Advisors to directly debit fees from the client’s account, which a third-party custodian maintains, or clients may pay Corus Family Wealth Advisors’ fees directly. The custodian will not verify Corus Family Wealth Advisors’ fee calculation, and therefore it is the client’s responsibility to review the custodian’s statements to determine that fees were calculated accurately. Financial Planning Fees Corus Family Wealth Advisors also offers financial planning services for its clients upon request. The preparation fee for these services is based on an hourly rate determined by the nature and complexity of the financial planning services requested. The minimum hourly rate is $150 per hour. The hourly rate will range from $150 to $250 depending on the experience level necessary. The complexity of the financial situation will determine the amount of hours needed to prepare a financial plan. The financial planning fee is negotiable and may be waived in certain circumstances. Factors involved in negotiating the fee may include the size of any accounts the client maintains (or proposes to maintain) and any other relationship between the client and Corus Family Wealth Advisors. Half of the fee is paid in advance, within 15 days of engaging our services and the remainder upon receipt of presenting the plan and recommendations. Under certain circumstances, Corus Family Wealth Advisors may elect to collect the entire fee after presenting the financial plan. Financial planning fees paid in advance are refunded upon request less any time already incurred in preparing the plan. Family Office Services Corus Family Wealth Advisors also offers family office services for its clients upon request. The fee for this service is a flat fee amount agreed on by the client. Our current range is from $10,000 to $100,000; however, each client’s fee for this service is different and is based on the specific needs and factors involved. Therefore, a client’s fee may be outside of this range. Corus Family Wealth Advisors does not directly debit this fee from a client account. This retainer will be billed bi-annually on a separate billing, and is due in our 4  Corus Family Wealth Advisors, Inc. Form ADV Part 2 office within 30 days after receipt by you. The family office fee is sent via billing, each April 1st, covering the period from January 1st to June 30th and, each October 1st, for the period from July 1st to December 31st of the year corresponding to the billing date. Corus Family Wealth Advisors does not debit this fee directly from client accounts. When the services period is for less than a full year, pro rata amounts will be calculated and billed, but in no case will any billing represent pre-payment of fees of $1,200, six months or more in advance. Either party has the right to terminate this agreement, and in the event of termination, the annual fee will be prorated, and either a partial payment will be due, or a refund of amounts already paid will be due, whichever is appropriate. Other Charges to the Client’s Account Corus Family Wealth Advisors’ fees do not include any bank fees, margin interest, national securities exchange fees, wire transfer fees, transaction fees, custodial fees or brokerage commissions, or other transaction costs or fees associated with securities transactions or required by law. If you have margin on your account, our fee is based on the entire account balance. Clients will incur brokerage and other transaction costs. Mutual funds and exchange traded funds also charge internal management fees, which are disclosed in a fund’s prospectus. Such charges, fees, and commissions are exclusive of and in addition to Corus Family Wealth Advisors’ fee, and Corus Family Wealth Advisors shall not receive any portion of these commissions, fees, and costs. Clients’ funds awaiting investment may be placed in a money market fund; Corus Family Wealth Advisors’ fees do not include any internal fees and expenses of any money market fund. See additional information under Brokerage Practices. ERISA Fiduciary Acknowledgment and Retirement Rollovers When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must: • Meet a professional standard of care when making investment recommendations (give prudent advice); • Never put our financial interests ahead of yours when making recommendations (give loyal advice); • Avoid misleading statements about conflicts of interest, fees, and investments; • Follow policies and procedures designed to ensure that we give advice that is in your best interest; 5  Corus Family Wealth Advisors, Inc. Form ADV Part 2 • Charge no more than is reasonable for our services; and • Give you basic information about conflicts of interest. A prospective client or current client leaving an employer (with a retirement plan such as a 401(k)) generally has four options (and may engage in a combination of these options): • Leave the money in the former employer’s plan, if permitted, • Roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, • Roll over the assets to an Individual Retirement Account (IRA), or • Cash out the account value (which could, depending on the client’s age, result in adverse tax consequences) If Corus Family Wealth Advisors recommends that a client roll over the assets into an IRA managed by Corus Family Wealth Advisors, a conflict of interest is created. Corus Family Wealth Advisors will earn an advisory fee on the assets rolled over and therefore has economic incentive to recommend the rollover as opposed to leaving the assets with the former employer. When acting in this capacity, Corus Family Wealth Advisors is serving as a fiduciary under ERISA. No prospective client or current client is under any obligation to roll over their retirement plan assets to an IRA managed by Corus Family Wealth Advisors. There are multiple factors Corus Family Wealth Advisors may consider before making a recommendation which include but are not limited to the following: • The investment options available in both the plan and the IRA • The fees and expenses associated with the plan compared to the IRA • The different levels of services available including the responsiveness of the plan compared to those provided by Corus Family Wealth Advisors including the level of expertise, personal service, financial planning, and estate planning • Age and Required Minimum Distributions Termination of Agreements The agreement between Corus Family Wealth Advisors and its clients provides that the agreement shall be continuous until one party to the agreement terminates it. Each agreement provides that the client may terminate the agreement within five business days of its effective date without paying any fees or penalties to Corus Family Wealth Advisors. The agreement also provides that once the initial five-day period has passed, either party to the agreement may terminate the agreement at any time by providing written notice to the other party. If the agreement is terminated partway through a calendar quarter, fees charged in advance will be refunded, pro-rata, based on the number of days that have elapsed in the quarter. 6  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 6: Performance-Based Fees and Side-By-Side Management Corus Family Wealth Advisors does not charge any performance-based fees (fees based on a share of capital gains on or capital appreciation of the assets of a client). Item 7: Types of Clients Corus Family Wealth Advisors provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. Currently, most of Corus Family Wealth Advisors’ clients are individuals and high net worth individuals. Item 8: Methods of Analysis, Investment Strategies and Risk of Loss Corus Family Wealth Advisors bases its analyses and recommendations on asset allocation methods consistent with modern portfolio theory. This method combines specific asset classes, which may behave differently from each other, into one portfolio for the purpose of reducing the overall portfolio’s volatility. Asset classes Corus Family Wealth Advisors may use include small and large stocks, value and growth stocks, domestic, international, and emerging market stocks, options, real estate investment trusts (foreign and domestic), corporate and government bonds (foreign and domestic), private credit, and private real estate. Other asset classes may be used on an individualized basis as appropriate including interest in a private partnership such as oil & gas royalties, real estate, and life settlements. Corus Family Wealth Advisors will primarily use no-load institutional mutual funds and ETFs advised by Dimensional Fund Advisers (DFA) to implement its recommendations, but investments will not necessarily be limited to mutual funds, ETFs or DFA advised funds. Corus Family Wealth Advisors may also use separately managed accounts. When formulating investment advice, Corus Family Wealth Advisors uses financial newspapers and magazines, academic research, research materials prepared by others, annual reports, prospectuses, filings with the SEC, signal providers, and historical performance database software (including software prepared by Morningstar, Ibbotson, and Dimensional Fund Advisors). When recommending mutual funds or ETFs, Corus Family Wealth Advisors considers several factors in our analysis including operating expense ratio, portfolio turnover, taxable distributions, number of holdings for diversification purposes, and the investment objective, restrictions, and limitations of the specific fund. Corus Family Wealth Advisors will periodically recommend transactions that may be necessary to rebalance a client’s portfolio to more accurately reflect the target allocation which was originally agreed upon by the client and Corus Family Wealth Advisors. Before recommending such transactions, Corus Family Wealth Advisors will consider the economic effect of tax considerations and transaction costs, and will only recommend rebalancing when economically efficient. Corus Family Wealth Advisors uses long-term investment strategies to implement advice given to clients. The investment strategy we typically implement is not for short-term 7  Corus Family Wealth Advisors, Inc. Form ADV Part 2 investing. Corus Family Wealth Advisors uses low cost, institutional mutual funds and ETFs to increase diversification, compared to owning a few individual stocks, and reduce the volatility. Mutual funds and ETFs invested in stocks are still subject to market fluctuations and risk of loss. In certain circumstances Corus Family Wealth Advisors uses dollar cost averaging strategy. Investing in securities involves a risk of loss that clients should be prepared to bear. All investing involves risk, including, but not limited to, the risk of the permanent loss of capital. This is a partial list of risks. Each client should review the mutual fund and ETF prospectus for the specific risks related to each fund or ETF that is held in the client’s account. Principal Investment Risk Investing in securities involves risk of loss that clients should be prepared to bear. Corus Family Wealth Advisors has disclosed some of the specific risks of investments it may recommend to clients. Market Risk: Even a long-term investment approach cannot guarantee a profit. Economic, political, and issuer specific events will cause the value of securities to rise or fall. Because the value of your investment in the Portfolio will fluctuate, there is the risk that you will lose money. Interest Rate Risk: Fixed income securities are subject to interest rate risk because the prices of fixed income securities tend to move in the opposite direction of interest rates. When interest rates rise, fixed income security prices fall. When interest rates fall, fixed income security prices rise. In general, fixed income securities with longer maturities are more sensitive to these price changes. Credit Risk: Credit risk is the risk that the issuer of a security may be unable to make interest payments and/or repay principal when due. A downgrade to an issuer’s credit rating or a perceived change in an issuer’s financial strength may affect a security’s value, and thus, impact the performance. Small Company Risk: Securities of small companies are often less liquid than those of large companies and this could make it difficult to sell a small company security at a desired time or price. As a result, small company stocks may fluctuate relatively more in price. In general, smaller capitalization companies are also more vulnerable than larger companies to adverse business or economic developments and they may have more limited resources. Value Investment Risk: Value stocks may perform differently from the market as a whole and following a value-oriented investment strategy may cause the Portfolio to at times underperform equity funds that use other investment strategies. Foreign Securities and Currencies Risk: Foreign securities prices may decline or fluctuate because of: (a) economic or political actions of foreign governments, and/or (b) less 8  Corus Family Wealth Advisors, Inc. Form ADV Part 2 regulated or liquid securities markets. Investors holding these securities are also exposed to foreign currency risk (the possibility that foreign currency will fluctuate in value against the U.S. dollar). Emerging Markets Risk: Numerous emerging market countries have a history of, and continue to experience serious, and potentially continuing, economic and political problems. Stock markets in many emerging market countries are relatively small, expensive to trade in and risky. Foreigners are often limited in their ability to invest in, and withdraw assets from, these markets. Additional restrictions may be imposed under other conditions. Frontier market countries generally have smaller economies or less developed capital markets and, as a result, the risks of investing in emerging market countries are magnified in frontier market countries. Risks of Concentrating in the Real Estate Industry: Real Estate Investment Trusts are concentrated in the real estate industry. The exclusive focus on the real estate industry will cause the Portfolio to be exposed to the general risks of direct real estate ownership. The value of securities in the real estate industry can be affected by changes in real estate values and rental income, property taxes, interest rates, and tax and regulatory requirements. Investing in REITs and REIT-like entities involves certain unique risks in addition to those risks associated with investing in the real estate industry in general. REITs and REIT-like entities are dependent upon management skill, may not be diversified, and are subject to heavy cash flow dependency and self-liquidation. REITs and REIT-like entities also are subject to the possibility of failing to qualify for tax free pass-through of income. Also, because REITs and REIT-like entities typically are invested in a limited number of projects or in a particular market segment, these entities are more susceptible to adverse developments affecting a single project or market segment than more broadly diversified investments. Alternative Investment Risk: In certain situations, we recommend investments in selected private placements or hedge funds. These types of investments may present unique risks due to the use of leverage and potential lack of liquidity. In addition, such recommendations may be limited only to those clients that are termed as “Accredited Investors” as defined in Rule 205-3 of the Investment Advisers Act of 1940. These types of investments also have varied and unique fee structures. In the event we receive a portion of the fee charged from a third-party manager, the value of a client’s assets invested with that manager will be removed from the asset based upon which our fees are calculated and billed. Due to the unique and complex nature of these investments, clients will receive a separate disclosure prior to any investments being made. Item 9: Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of Corus Family Wealth Advisors or the integrity of Corus Family Wealth Advisors’ management. Corus Family Wealth Advisors does not have any legal or disciplinary events to report. 9  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 10: Other Financial Industry Activities and Affiliations Corus Family Wealth Advisors’ only business is the provision of investment advice to its clients, related financial planning, and family office services. Kelley J. Schubert, the President of Corus Family Wealth Advisors, is also the President and majority shareholder of Kelley J. Schubert, P.C. (Corus Tax), a professional corporation that provides tax and accounting services to its clients. Additionally, Kelley J. Schubert is the President of Touchstone Oil & Gas, Inc. (Touchstone), and LL Management, Inc. (LL), both involved in the business of oil and gas exploration. Touchstone serves as the general partner for various oil and gas limited partnerships; however, Mr. Schubert has neither ownership in Touchstone, nor any signature authority over funds controlled by Touchstone. LL does consulting work. Mr. Schubert spends less than ten percent of his time working in Corus Tax, and less than ten percent of his time working in the combination of Touchstone and LL. All overhead and salary expenses are shared with Corus Tax. Corus Family Wealth Advisors reimburses Corus Tax for all direct expenses incurred on behalf of Corus Family Wealth Advisors and a specified amount for indirect expenses such as rent, supplies, and salaries. Corus Family Wealth Advisors’ President and majority shareholder, Kelley J. Schubert, is also the President and majority shareholder of Corus Tax, a professional corporation that provides tax and accounting services. Some of Corus Family Wealth Advisors’ clients are also clients of Corus Tax. Corus Family Wealth Advisors and Corus Tax also share offices and certain personnel. Corus Family Wealth Advisors clients are under no obligation to use the services of Corus Tax, However, clients are welcome to engage the services of the accounting firm. Touchstone is related to Corus Family Wealth Advisors in that Mr. Schubert is a decision- making officer of Touchstone. Mr. Schubert has neither ownership in Touchstone nor any signature authority over funds controlled by Touchstone. Advisory clients are not solicited for investment in any of the partnerships for which Touchstone serves as the general partner, but their unsolicited participation is allowed, solely at their discretion. LL Management, Inc. is related to Corus Family Wealth Advisors in that Mr. Schubert is a 100% shareholder of LL Management, Inc. LL Management’s only activity is consulting. Advisory clients are made aware of the information above and are under no obligation to use the services of Corus Tax, or invest in any of the businesses which Kelley J. Schubert is employed by or holds ownership. Cole McClellan, an employee, and owner of Corus Family Wealth Advisors is an owner of First Light Brothers, LP. Corus Family Wealth Advisors does not have any direct ownership, control, or managerial responsibilities over First Light Brothers, LP. Corus Family Wealth Advisors does not provide advisory services, recommendations, advice, or guidance to First Light Brothers, LP. Advisory clients of Corus Family Wealth Advisors are not solicited for investments in First Light Brothers, LP, but their unsolicited participation is allowed, solely at their discretion. Corus Family Wealth Advisors does not receive any form of compensation, fees, benefits, or remuneration from First Light Brothers, LP in connection with a client’s investment in First Light Brothers, LP. Corus Family Wealth Advisors’ 10  Corus Family Wealth Advisors, Inc. Form ADV Part 2 involvement is solely intended to assist the client in managing their overall investment portfolio. Item 11: Code of Ethics Corus Family Wealth Advisors has adopted a Code of Ethics for all supervised persons of the firm describing its high standard of business conduct, and fiduciary duty to its clients. The Code of Ethics includes provisions relating to the confidentiality of client information, a prohibition on insider trading, and personal securities trading procedures, among other things. All supervised persons at Corus Family Wealth Advisors must acknowledge the terms of the Code of Ethics annually, or as amended, and report personal securities transactions. A copy of the code of ethics is available to clients or prospective clients upon request by contacting Kevin Nelson at 972-422-1010 or info@coruswealth.com. Personal Trading and Participation or Interest in Client Transactions Corus Family Wealth Advisors or its employees may buy or sell securities for their own accounts that Corus Family Wealth Advisors also recommends to clients and trades in its clients’ accounts. These securities are publicly traded, and it is highly unlikely that the transactions of Corus Family Wealth Advisors or its associated persons could affect the price or performance of the securities. Nevertheless, it is Corus Family Wealth Advisors’ policy that no Corus Family Wealth Advisors employee may trade in any security at the same time there is an open order pending in the same security for a Corus Family Wealth Advisors client. “Front-running” is prohibited. Trades for employees of Corus Family Wealth Advisors may occur only simultaneously with or after trades are placed for clients in the same security. Corus Family Wealth Advisors’ employees are required to submit their personal trading records quarterly to the Chief Compliance Officer Designee for review to ensure compliance with this policy and the Chief Compliance Officer reviews the Chief Compliance Officer Designee’s accounts. Certain affiliated accounts may trade in the same securities with client accounts on an aggregated basis when consistent with Corus Family Wealth Advisors’ obligation of best execution. In such circumstances, the affiliated and client accounts will share commission costs equally and receive securities at a total average price. Corus Family Wealth Advisors will retain records of the trade order (specifying each participating account) and its allocation, which will be completed prior to the entry of the aggregated order. Completed orders will be allocated as specified in the initial trade order. Partially filled orders will be allocated on a pro rata basis. Any exceptions will be explained on the Order. The Code of Ethics is designed to assure that the personal securities transactions, activities and interests of the employees of Corus Family Wealth Advisors will not interfere with (i) making decisions in the best interest of advisory clients and (ii) implementing such decisions while, at the same time, allowing employees to invest for their own accounts. Employee trading is continually monitored under the Code of Ethics, and to reasonably prevent conflicts of interest between Corus Family Wealth Advisors and its clients. 11  Corus Family Wealth Advisors, Inc. Form ADV Part 2 As stated previously in the “Other Financial Industry Activities and Affiliations” section, LL Management, Inc. is related to Corus Family Wealth Advisors because Kelley J. Schubert is a 100% shareholder of LL Management, Inc. LL Management, Inc. does consulting work. As stated previously in the “Other Financial Industry Activities and Affiliations” section, Touchstone Oil and Gas, Inc. (Touchstone) is related to Corus Family Wealth Advisors because Kelley J. Schubert is a decision-making officer of Touchstone. Touchstone serves as general partner for various oil and gas related limited partnerships, in which Advisory clients may hold a financial interest. Mr. Schubert has no ownership in Touchstone, nor any signature authority over funds controlled by Touchstone. Touchstone’s compensation as the general partner is clearly defined and communicated in the organizing document of all partnerships for which it holds a financial interest. Prospective purchasers of interests in limited partnerships in which Mr. Schubert is an investor or employed by the general partner should carefully review the offering documents of each partnership for full information concerning the ownership structure of the partnerships and the compensation paid to all parties involved. As Kelley J. Schubert is an individual investor or employed by the entity, he has a material financial interest in these entities. The compensation paid to all parties is fully disclosed in the offering documents. As stated previously in the “Other Financial Industry Activities and Affiliations” section, First Light Brothers, LP is related to Corus Family Wealth Advisors because Cole McClellan is an owner of First Light Brothers, LP. Although advisory clients of Corus Family Wealth Advisors are not solicited for investments in First Light Brothers, LP, their unsolicited participation is allowed. Prospective investors in First Light Brothers, LP should carefully review the offering documents concerning the ownership structure and the compensation paid to all parties involved. Furthermore, advisory clients of Corus Family Wealth Advisors will be provided an Investment Disclaimer providing clear disclosure of the relationship with First Light Brothers, LP. Item 12: Brokerage Practices The investment advisory representatives of Corus Family Wealth Advisors are not registered representatives of any broker/dealer firm. Corus Family Wealth Advisors does not enter into and does not have any “soft dollar arrangements” where an advisor directs client commissions to a broker/dealer in exchange for providing research and brokerage services to the advisor. In no case does Corus Family Wealth Advisors receive a commission or any other cash payment from a brokerage firm or any other person or entity in connection with any client’s account. The Custodian and Brokers We Use Corus Family Wealth Advisors (“we”/“our”) does not maintain custody of your assets that we manage, although we may be deemed to have custody of your assets if you give us authority to withdraw assets from your account (see “Custody” below). Your assets must be maintained in an account at a “qualified custodian,” generally a broker-dealer or bank. We 12  Corus Family Wealth Advisors, Inc. Form ADV Part 2 recommend that our clients use Charles Schwab & Co., Inc. (Schwab), a registered broker- dealer, member SIPC, as the qualified custodian. We are independently owned and operated and are not affiliated with Schwab. Schwab will hold your assets in a brokerage account and buy and sell securities when we or you instruct them to do so. While we recommend that you use Schwab as custodian/broker, you will decide whether to do so and will open your account with Schwab by entering into an account agreement directly with them. We do not open the account for you, although we provide assistance in establishing the account. How We Select Brokers/Custodians We seek to use a custodian/broker who will hold your assets and execute transactions on terms that are, overall, most advantageous when compared to other available providers and their services. We consider a wide range of factors, including, among others: • Combination of transaction execution services and asset custody services (generally without a separate fee for custody) • Capability to execute, clear, and settle trades (buy and sell securities for your account) • Capability to facilitate transfers and payments to and from accounts (wire transfers, check requests, bill payment, etc.) • Breadth of available investment products (stocks, bonds, mutual funds, exchange- traded funds [ETFs], etc.) • Availability of investment tools and technology that assist us in making investment decisions • Quality of services • Competitiveness of the price of those services (commission rates, margin interest rates, other fees, etc.) and willingness to negotiate the prices • Reputation, financial strength, and stability • Prior service to us and our other clients • Availability of other products and services that benefit us, as discussed below (see “Products and Services Available to Us From Schwab”) Your Brokerage and Custody Costs For our clients’ accounts that Schwab maintains, Schwab generally does not charge you separately for custody services but is compensated by charging you commissions or other fees on trades that it executes or that settle into your Schwab account. Certain trades (for example, many mutual funds and ETFs) may not incur Schwab commissions or transaction fees. Schwab is also compensated by earning interest on the uninvested cash in your account in Schwab’s Cash Features Program. Schwab’s commission rates and transaction fees applicable to our client accounts were negotiated based on the condition that our clients collectively maintain a total of at least $ 10 million of their assets in accounts at Schwab. This commitment benefits you because the overall commission rates and transaction fees you pay are lower than they would be otherwise. In addition to commissions and transaction fees, Schwab charges you a flat dollar amount as a “prime broker” or “trade away” fee for each trade that we have executed by a different broker- 13  Corus Family Wealth Advisors, Inc. Form ADV Part 2 dealer but where the securities bought or the funds from the securities sold are deposited (settled) into your Schwab account. These fees are in addition to the commissions or other compensation you pay the executing broker-dealer. Because of this, in order to minimize your trading costs, we have Schwab execute most trades for your account. We have determined that having Schwab execute most trades is consistent with our duty to seek “best execution” of your trades. Best execution means the most favorable terms for a transaction based on all relevant factors, including those listed above (see “How we select brokers/custodians”). Although Corus Family Wealth Advisors usually recommends a particular brokerage firm and may negotiate commission rates for its clients, each client always signs a separate agreement with the brokerage firm. If a client wishes to direct Corus Family Wealth Advisors to use a particular broker to execute trades for the client’s account, the client is informed that Corus Family Wealth Advisors may not be able to negotiate commissions on behalf of the client, best execution may not be achieved, and the client may pay more in commissions than Corus Family Wealth Advisors’ other clients pay. Corus Family Wealth Advisors may decline to direct trades to a particular broker if Corus Family Wealth Advisors believes that use of the broker would impair Corus Family Wealth Advisors’ ability to advise its clients. Products and Services Available to Us From Schwab Schwab Advisor Services™ (formerly called Schwab Institutional®) is Schwab’s business serving independent investment advisory firms like us. They provide us and our clients with access to its institutional brokerage—trading, custody, reporting, and related services—many of which are not typically available to Schwab retail customers. Schwab also makes available various support services. Some of those services help us manage or administer our clients’ accounts, while others help us manage and grow our business. Schwab’s support services generally are available on an unsolicited basis (we don’t have to request them) and at no charge to us as long as our clients collectively maintain a total of at least $10 million of their assets in accounts at Schwab. If our clients collectively have less than $10 million in assets at Schwab, Schwab may charge us quarterly service fees of $1,200. Services that benefit you. Schwab’s institutional brokerage services include access to a broad range of investment products, execution of securities transactions, and custody of client assets. The investment products available through Schwab include some to which we might not otherwise have access or that would require a significantly higher minimum initial investment by our clients. Schwab’s services described in this paragraph generally benefit you and your account. Services that may not directly benefit you. Corus Family Wealth Advisors may also receive from Schwab other products and services that benefit us but may not directly benefit you or your account. These products and services assist us in managing and administering our clients’ accounts. Corus Family Wealth Advisors receives investment research, both Schwab’s own and that of third parties. We may use this research to service 14  Corus Family Wealth Advisors, Inc. Form ADV Part 2 all or a substantial number of our clients’ accounts, including accounts not maintained at Schwab. In addition to investment research, Schwab also makes available software and other technology that provide access to client account data (such as duplicate trade confirmations and account statements), facilitate trade execution and allocate aggregated trade orders for multiple client accounts, provide pricing and other market data, facilitate payment of our fees from our clients’ accounts, and assist with back-office functions, recordkeeping, and client reporting. Services that generally benefit only us. Schwab also offers other services intended to help Corus Family Wealth Advisors manage and further develop our business enterprise. These services may include educational conferences and events, consulting on technology, compliance, legal, and business needs, publications and conferences on practice management and business succession, access to employee benefits providers, human capital consultants, and insurance providers, and marketing consulting and support. Schwab may provide some of these services itself. In other cases, it will arrange for third- party vendors to provide the services to us. Schwab may also discount or waive its fees for some of these services or pay all or a part of a third party’s fees. Schwab may also provide us with other benefits, such as occasional business entertainment of our personnel. Our Interest in Schwab’s Services The availability of these services from Schwab benefits us because we do not have to produce or purchase them. We don’t have to pay for Schwab’s services so long as our clients collectively keep a total of at least $10 million of their assets in accounts at Schwab. This minimum may give us an incentive to recommend that you maintain your account with Schwab, based on our interest in receiving Schwab’s services that benefit our business rather than based on your interest in receiving the best value in custody services and the most favorable execution of your transactions. This is a conflict of interest. We believe, however, that our selection of Schwab as custodian and broker is in the best interests of our clients. Our selection is primarily supported by the scope, quality, and price of Schwab’s services (see “How We Select Brokers/Custodians”) and not Schwab’s services that benefit only us. Other Services Corus Family Wealth Advisors also has access to services that are made available to Corus Family Wealth Advisors from Dimensional Fund Advisors (DFA). Corus Family Wealth Advisors recommends several DFA mutual funds and ETFs to its clients. These products and services that benefit Corus Family Wealth Advisors may not directly benefit its clients’ accounts. Some of these products and services are intended to help Corus Family Wealth Advisors manage and further develop its business enterprise and assist Corus Family Wealth Advisors in managing clients’ accounts. Many of these services generally may be used to service all or a substantial number of Corus Family Wealth Advisors’ accounts, including those not invested in DFA mutual funds or ETFs. These services may include compliance, legal and business consulting, publications and conferences on practice management, information technology, business succession, regulatory compliance, and marketing. In addition, DFA may make available, arrange and/or pay for these types of 15  Corus Family Wealth Advisors, Inc. Form ADV Part 2 services rendered to Corus Family Wealth Advisors by independent third parties. DFA may discount or waive fees it would otherwise charge for some of these services or pay all or a part of the fees of a third-party providing these services to Corus Family Wealth Advisors. DFA may also provide other benefits such as educational events or occasional business entertainment of Corus Family Wealth Advisors personnel. While as a fiduciary, Corus Family Wealth Advisors endeavors to act in its clients’ best interests, Corus Family Wealth Advisors’ recommendation that clients invest in DFA mutual funds and ETFs may be based in part on the benefit to Corus Family Wealth Advisors of the availability of some of the foregoing products and services and not solely on the nature, cost or quality of the investment, which creates a conflict of interest. Corus Family Wealth Advisors receives no cash benefit from DFA or any other party in connection with any client’s account. Order Aggregation Corus Family Wealth Advisors generally does not aggregate orders due to trading primarily in mutual funds, the customized portfolios of our clients, and the size of trades. However, Corus Family Wealth Advisors may trade on an aggregated basis when consistent with Corus Family Wealth Advisors’ obligation of best execution. In such circumstances, the affiliated and client accounts will share commission costs equally and receive securities at a total average price. Corus Family Wealth Advisors will retain records of the trade order (specifying each participating account) and its allocation, which will be completed prior to the entry of the aggregated order. Completed orders will be allocated as specified in the initial trade order. Partially filled orders will be allocated on a pro rata basis. Any exceptions will be explained on the order. Item 13: Review of Accounts Corus Family Wealth Advisors, Inc. monitors each client's account continuously. Kelley J. Schubert, President of the firm, or Kevin A. Nelson, Chief Financial Officer and Chief Compliance Officer, or Cole McClellan, Investment Adviser Representative, or Garrett Williams, Investment Adviser Representative, will review all clients quarterly or more frequently. More frequent reviews may be triggered by a client's inquiry, changes in a client's financial situation or goals, market conditions, news events, excess cash balances, or any other event Corus Family Wealth Advisors, Inc. deems significant. The number of accounts Mr. Schubert, Mr. Nelson, Mr. McClellan, and Mr. Williams review will depend on the number of clients in the firm. Financial plans will be reviewed upon request by the client and may be charged a separate fee. Generally, clients will receive an annual performance report and holdings report regarding their account. Reports may be generated more frequently such as quarterly or semi-annually upon specific request from the client. Item 14: Client Referrals and Other Compensation Corus Family Wealth Advisors does not compensate any person for referring clients to us. Investment advisory clients in need of accounting and tax services may be referred to 16  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Kelley J. Schubert, P.C. (Corus Tax) No client is required to use the accounting firm and the accounting and tax services will be performed for separate and reasonable compensation. Corus Family Wealth Advisors does not receive any compensation for referrals. Corus Family Wealth Advisors is a registered investment advisor and does not receive any commissions, service fees, 12b-1 fees, or other compensation for recommending or giving financial advice to a client. Item 15: Custody Under government regulations, we are deemed to have custody of your assets if, for example, you authorize us to instruct Schwab to deduct our advisory fees directly from your account. Schwab maintains actual physical custody of your assets. You will receive account statements directly from Schwab at least quarterly. They will be sent to the email or postal mailing address you provided to Schwab. You should carefully review those statements promptly when you receive them. We also urge you to compare Schwab’s account statements to the periodic portfolio reports you will receive from us. Clients may have standing letters of authorization on their accounts. We have reviewed those relationships and determined that they meet the IAA no action letter seven conditions and do not trigger the surprise custody audit. Item 16: Investment Discretion Corus Family Wealth Advisors’ clients enter into investment advisory agreements with Corus Family Wealth Advisors at the outset of an advisory relationship under which Corus Family Wealth Advisors is provided with the authority to determine securities to be bought or sold, amounts of securities to be bought or sold, to place trades and negotiate transaction costs on their behalf, and rebalance accounts to the target allocation. In some circumstances, Corus Family Wealth Advisors may agree to arrangements with clients under which this authority is narrowed. Corus Family Wealth Advisors also observes the limitations and restrictions placed on specific accounts by the client which are given to Corus Family Wealth Advisors in writing. Clients grant a “Limited Power of Attorney” on their Schwab account to Corus Family Wealth Advisors for the purpose of trading and fee deduction in the account. This authority is granted by the client to Corus Family Wealth Advisors in the brokerage account application with Schwab. Item 17: Voting Client Securities We have adopted and implemented proxy voting policies and guidelines to ensure that we, as fiduciary, vote any proxy or other beneficial interest in an equity security over which we have discretionary proxy voting authority prudently and solely in the best interest of advisory clients and their beneficiaries considering all relevant factors and without undue influence from individuals or groups who may have an economic interest in the outcome of a proxy vote. If the client requests information regarding the voting of proxies or wants a copy of the proxy voting policy and guidelines, the client may call or write us at Corus 17  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Family Wealth Advisors, Inc., 5900 S. Lake Forest Drive, Ste. 280, McKinney, Texas 75070, telephone: 972-422-1010 Item 18: Financial Information Registered investment advisers are required in this Item to provide you with certain financial information or disclosures about Corus Family Wealth Advisors’ financial condition. Under no circumstances will we require prepayment of a fee more than six months in advance and in excess of $1,200. Corus Family Wealth Advisors has no financial commitment that impairs its ability to meet contractual and fiduciary commitments to clients, and has not been the subject of a bankruptcy proceeding. Privacy Notice To Our Clients We have adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that the customer expects us to service their accounts in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about our customers. We want the customer to know what information we collect and how we use and safeguard that information. What Information We Collect We collect certain nonpublic personal identifying information about our customers (such as name, address, Social Security number, etc.) from information that the customer provides on applications or other forms, as well as communications (electronic, telephone, written, or in person) with the customer or authorized representatives (such as attorneys, accountants, etc.). We also collect information about brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.). What Information We Disclose We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship and then only to those persons necessary to affect the transactions and provide the services that the customer authorizes (such as broker-dealers, custodians, independent managers, etc.); (ii) persons assessing our compliance with industry standards (e.g. professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law. We are permitted by law to disclose the nonpublic personal information about our customers to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any purpose. If the customer decides at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time. 18  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Security of Customer Information We restrict access to customer nonpublic personal information to those employees who need to know that information to service the accounts. We maintain physical, electronic, and procedural safeguards that comply with applicable federal or state standards to protect customer personal information. Changes To Our Privacy Policy Or Relationship With The Customer Our policy about obtaining and disclosing information may change from time to time. We will provide the customer notice of any material change to this policy before we implement the change. SMS Terms and Conditions______ You agree to receive conversational messages (appointment reminders, responses to client inquiries, etc) from Corus. Message frequency will vary. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can cancel SMS service at any time. Just reply STOP. Once you reply STOP to us, we will send a message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again. If you are experiencing issues with the messaging program you can reply with the word HELP for more assistance, or you can get help directly at info@coruswealth.com. If you have any questions regarding privacy, please read our privacy policy above. Texting Opt-in and Consent______ Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). If you wish to be removed from receiving future communications, text STOP to opt out. 19  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 1: Cover Page Kelley Joe Schubert CRD Number: 2411434 Corus Family Wealth Advisors, Inc. 5900 S. Lake Forest Drive, Suite 280 McKinney, TX 75070 972-422-1010 March 25, 2025 This Brochure Supplement provides information about Kelley J. Schubert that supplements the Brochure of Corus Family Wealth Advisors, Inc. You should have received a copy of that Brochure. Please contact Kevin A. Nelson if you did not receive Corus Family Wealth Advisors’ Brochure or if you have any questions about the contents of this supplement. Additional information about Kelley J. Schubert is available on the SEC’s website at www.adviserinfo.sec.gov. 20  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 2: Educational Background and Business Experience Kelley J. Schubert Year of Birth: 1966 Professional Designations: Certified Public Accountant (CPA) 1991 As governed by the Texas State Board of Public Accountancy (“TSBPA”), a CPA must satisfy certain requirements to be able to take the Uniform CPA exam. The Uniform CPA exam is a comprehensive exam covering the subject areas of auditing and attestation, business and economic concepts, financial accounting and reporting, governmental and non-profit organizations, business law, federal tax law, and taxation of individuals and entities. In addition to passing the exam, a CPA must also satisfy certain minimum work experience and continuing education requirements on an annual basis. The following requirements must be met to become eligible to apply for the CPA Exam. • Be of good moral character • Hold a baccalaureate or higher degree from a United States college or university, or an equivalent degree from an institution of higher education in another country. • Complete 150 semester hours or quarter-hour equivalents of college credit. • Complete 30 semester hours or quarter-hour equivalents of upper level accounting courses. • Complete 24 semester hours or quarter-hour equivalents of upper level related business courses. • Complete a 3-semester-hour ethics course that had prior Board approval. The Board shall issue a certificate to a person who meets these requirements: • Be of good moral character • Pass the CPA Exam • Meet the work experience requirements • Pass an exam on the Board's Rules of Professional Conduct The Board defines good and moral character as the demonstration of a lack of a history of dishonest or felonious acts. Every person who is eligible to receive a CPA certificate must have qualifying work experience. The current requirement is one year of full-time non- routine accounting work experience under the direct supervision of a licensed CPA. Work experience should be obtained in one or more of the following categories: 1. Attest services including audits, compilations, reviews, and other assurance and 21  Corus Family Wealth Advisors, Inc. Form ADV Part 2 engagements, in accordance with professional standards. 2. Professional accounting services or professional accounting work in one or more of the following categories: Issuing reports on financial statement(s) • • Providing management or financial advisory or consulting services • Preparing tax returns • Providing advice in tax matters • Providing forensic accounting services • Providing internal auditing services A licensee shall complete at least 120 hours of CPE (continuing professional education) in each three-year period, and a minimum of 20 hours in each one-year period. In addition, licensees must complete a 4-hour ethics course on a 2-year cycle (i.e., every other year). CERTIFIED FINANCIAL PLANNER®, CFP® 1995 In order to achieve and maintain certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board's Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years. - See more at: http://www.cfp.net/become-a-cfp-professional/cfp-certification- requirements#sthash.qwXJz3yF.dpuf. Education: Abilene Christian University, Abilene, Texas B.B.A., Accounting and Finance, 1988 Business Experience: Corus Family Wealth Advisors, Inc., President, (1999 to Present) Kelley J. Schubert, P.C. (Corus Tax), President, (1999 to Present) Touchstone Oil and Gas, Inc., President, (2000 to Present) LL Management, Inc., Management duties (2005 to Present) Omega Coastal Development, LP, Management duties (2006 to Present) Petrorock Partners, LP, Management duties (2011 to 2024) Warschuman Partners, LP, Management duties (2013 to Present) Stack em Up, LP, Management duties, (2018 to 2024) Item 3: Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. 22  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 4: Other Business Activities Corus Family Wealth Advisors’ only business is the provision of investment advice to its clients, related financial planning, and family office services. Kelley J. Schubert, the President of Corus Family Wealth Advisors, is also the President and majority shareholder of Corus Tax, a professional corporation that provides tax and accounting services to its clients. Additionally, Kelley J. Schubert is the President of Touchstone Oil & Gas, Inc. (Touchstone), and LL Management, Inc. (LL), both involved in the business of oil and gas exploration. Touchstone serves as the general partner for various oil and gas limited partnerships, however, Mr. Schubert has neither ownership in Touchstone, nor any signature authority over funds controlled by Touchstone. LL does consulting work. Mr. Schubert spends less than ten percent of his time working in Corus Tax and less than ten percent of his time working in the combination of Touchstone and LL. All overhead and salary expenses are shared with Corus Tax Corus Family Wealth Advisors reimburses Corus Tax for all direct expenses incurred on behalf of Corus Family Wealth Advisors and a specified amount for indirect expenses such as rent, supplies, and salaries. Corus Family Wealth Advisors’ President and majority shareholder, Kelley J. Schubert, is also the President and majority shareholder of Corus Tax, a professional corporation that provides tax and accounting services. Some of Corus Family Wealth Advisors’ clients are also clients of Corus Tax. Corus Family Wealth Advisors and Corus Tax also share offices and certain personnel. Corus Family Wealth Advisors’ clients are under no obligation to use the services of Corus Tax, However, clients are welcome to engage the services of the accounting firm. Touchstone is related to Corus Family Wealth Advisors in that Mr. Schubert is a decision- making officer of Touchstone. Mr. Schubert has neither ownership in Touchstone, nor any signature authority over funds controlled by Touchstone. Advisory clients are not solicited for investment in any of the partnerships for which Touchstone serves as the general partner, but their unsolicited participation is allowed, solely at their discretion. LL Management, Inc. is related to Corus Family Wealth Advisors in that Mr. Schubert is a 100% shareholder of LL Management. LL Management’s only activity is consulting. Advisory clients are made aware of the information above and are under no obligation to use the services of Corus Tax, or invest in any of the businesses which Kelley J. Schubert is employed by or holds ownership. Other Outside Business Activity None of Mr. Schubert’s other outside business activities are 10% of his time or revenue. Corus Family Wealth Advisors does not supervise and does not receive any compensation from this Other Outside Business Activity. Kelley does not have a pending application to register as a registered representative, an associated person of a futures commission merchant, a commodity pool operator, or a commodity trading adviser. 23  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 5: Additional Compensation Kelley J. Schubert does not receive any additional compensation or economic benefit for providing advisory services to clients. He does not receive any commissions, service fees, 12b-1 fees, or other compensation for recommending or giving financial advice to a client. Item 6: Supervision Kelley J. Schubert, President of Corus Family Wealth Advisors, and Kevin Nelson, Chief Financial Officer and Chief Compliance Officer of Corus Family Wealth Advisors, are responsible for supervising investment activities for all employees including the investment advice provided. Investment advice is monitored through daily conversations, phone calls, client meetings, collaborating on client issues, and reviewing client reports and e-mails. Kelley and Kevin can be contacted at 972-422-1010. 24  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 1: Cover Page Kevin Alan Nelson CRD Number: 5275778 Corus Family Wealth Advisors, Inc. 5900 S. Lake Forest Drive, Suite 280 McKinney, TX 75070 972-422-1010 March 25, 2025 This Brochure Supplement provides information about Kevin A. Nelson that supplements the Brochure of Corus Family Wealth Advisors, Inc. You should have received a copy of that Brochure. Please contact Kevin A. Nelson if you did not receive Corus Family Wealth Advisors’ Brochure or if you have any questions about the contents of this supplement. Additional information about Kevin A. Nelson is available on the SEC’s website at www.adviserinfo.sec.gov. 25  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 2: Educational Background and Business Experience Kevin A. Nelson Year of Birth: 1977 Professional Designations: Certified Public Accountant (CPA) 2002 As governed by the Texas State Board of Public Accountancy (“TSBPA”), a CPA must satisfy certain requirements to be able to take the Uniform CPA exam. The Uniform CPA exam is a comprehensive exam covering the subject areas of auditing and attestation, business and economic concepts, financial accounting and reporting, governmental and non-profit organizations, business law, federal tax law, and taxation of individuals and entities. In addition to passing the exam, a CPA must also satisfy certain minimum work experience and continuing education requirements on an annual basis. The following requirements must be met to become eligible to apply for the CPA Exam. • Be of good moral character • Hold a baccalaureate or higher degree from a United States college or university, or an equivalent degree from an institution of higher education in another country. • Complete 150 semester hours or quarter-hour equivalents of college credit. • Complete 30 semester hours or quarter-hour equivalents of upper level accounting courses. • Complete 24 semester hours or quarter-hour equivalents of upper level related business courses. • Complete a 3-semester-hour ethics course that had prior Board approval. The Board shall issue a certificate to a person who meets these requirements: • Be of good moral character • Pass the CPA Exam • Meet the work experience requirements • Pass an exam on the Board's Rules of Professional Conduct The Board defines good and moral character as the demonstration of a lack of a history of dishonest or felonious acts. Every person who is eligible to receive a CPA certificate must have qualifying work experience. The current requirement is one year of full-time non- routine accounting work experience under the direct supervision of a licensed CPA. Work experience should be obtained in one or more of the following categories: 1. Attest services including audits, compilations, reviews, and other assurance and 26  Corus Family Wealth Advisors, Inc. Form ADV Part 2 engagements, in accordance with professional standards. 2. Professional accounting services or professional accounting work in one or more of the following categories: Issuing reports on financial statement(s) • • Providing management or financial advisory or consulting services • Preparing tax returns • Providing advice in tax matters • Providing forensic accounting services • Providing internal auditing services A licensee shall complete at least 120 hours of CPE (continuing professional education) in each three-year period, and a minimum of 20 hours in each one-year period. In addition, licensees must complete a 4-hour ethics course on a 2-year cycle (i.e., every other year). CERTIFIED FINANCIAL PLANNER®, CFP® 2006 In order to achieve and maintain certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board's Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years. - See more at: http://www.cfp.net/become-a-cfp-professional/cfp-certification- requirements#sthash.qwXJz3yF.dpuf. Education: Abilene Christian University, Abilene, Texas B.B.A., Accounting and Finance, 1999 Masters of Accountancy, 2000 Business Experience: Corus Family Wealth Advisors, Inc., Chief Compliance Officer, (2023 to Present) Corus Family Wealth Advisors, Inc., Chief Financial Officer and Investment Adviser Representative, (2006 to Present) Capital Advisory Group, Inc., Senior Analyst, (2005-2006) The Covenant Group, Inc, Corporate Accountant, (2002-2004) Arthur Andersen, LLP, Experienced Staff Auditor, (2000-2002) Item 3: Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. 27  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 4: Other Business Activities The principal business of Kevin A. Nelson is the delivery of investment advisory services, financial planning, and family office services to the clients of Corus Family Wealth Advisors. Kevin also spends time providing tax and accounting services to the clients of Corus Tax, a public accounting firm. Kevin spends less than 10% of his time providing tax and accounting services. Some clients of Corus Family Wealth Advisors are also clients of Corus Tax Advisory clients are made aware of this affiliated business, but are under no obligation to utilize the services of Corus Tax. Kevin does not have a pending application to register as a registered representative, an associated person of a futures commission merchant, a commodity pool operator, or a commodity trading adviser. Item 5: Additional Compensation Kevin A. Nelson does not receive any additional compensation or economic benefit for providing advisory services to clients. He does not receive any commissions, service fees, 12b-1 fees, or other compensation for recommending or giving financial advice to a client. Item 6: Supervision Kelley J. Schubert, President of Corus Family Wealth Advisors, and Kevin Nelson, Chief Financial Officer and Chief Compliance Officer of Corus Family Wealth Advisors, are responsible for supervising investment activities for all employees including the investment advice provided. Investment advice is monitored through daily conversations, phone calls, client meetings, collaborating on client issues, and reviewing client reports and e-mails. Kelley and Kevin can be contacted at 972-422-1010. 28  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 1: Cover Page Cole Davis McClellan CRD Number: 6610173 Corus Family Wealth Advisors, Inc. 5900 S. Lake Forest Drive, Suite 280 McKinney, TX 75070 972-422-1010 March 25, 2025 This Brochure Supplement provides information about Cole D. McClellan that supplements the Brochure of Corus Family Wealth Advisors, Inc. You should have received a copy of that Brochure. Please contact Kevin A. Nelson if you did not receive Corus Family Wealth Advisors’ Brochure or if you have any questions about the contents of this supplement. Additional information about Cole D. McClellan is available on the SEC’s website at www.adviserinfo.sec.gov. 29  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 2: Educational Background and Business Experience Cole D. McClellan Year of Birth: 1993 Professional Designations: Certified Public Accountant (CPA) September 2018 As governed by the Texas State Board of Public Accountancy (“TSBPA”), a CPA must satisfy certain requirements to be able to take the Uniform CPA exam. The Uniform CPA exam is a comprehensive exam covering the subject areas of auditing and attestation, business and economic concepts, financial accounting and reporting, governmental and non-profit organizations, business law, federal tax law, and taxation of individuals and entities. In addition to passing the exam, a CPA must also satisfy certain minimum work experience and continuing education requirements on an annual basis. The following requirements must be met to become eligible to apply for the CPA Exam. • Be of good moral character • Hold a baccalaureate or higher degree from a United States college or university, or an equivalent degree from an institution of higher education in another country. • Complete 150 semester hours or quarter-hour equivalents of college credit. • Complete 30 semester hours or quarter-hour equivalents of upper level accounting courses. • Complete 24 semester hours or quarter-hour equivalents of upper level related business courses. • Complete a 3-semester-hour ethics course that had prior Board approval. The Board shall issue a certificate to a person who meets these requirements: • Be of good moral character • Pass the CPA Exam • Meet the work experience requirements • Pass an exam on the Board's Rules of Professional Conduct The Board defines good and moral character as the demonstration of a lack of a history of dishonest or felonious acts. Every person who is eligible to receive a CPA certificate must have qualifying work experience. The current requirement is one year of full-time non- routine accounting work experience under the direct supervision of a licensed CPA. Work experience should be obtained in one or more of the following categories: 1. Attest services including audits, compilations, reviews, and other assurance and 30  Corus Family Wealth Advisors, Inc. Form ADV Part 2 engagements, in accordance with professional standards. 2. Professional accounting services or professional accounting work in one or more of the following categories: Issuing reports on financial statement(s) • • Providing management or financial advisory or consulting services • Preparing tax returns • Providing advice in tax matters • Providing forensic accounting services • Providing internal auditing services A licensee shall complete at least 120 hours of CPE (continuing professional education) in each three-year period, and a minimum of 20 hours in each one-year period. In addition, licensees must complete a 4-hour ethics course on a 2-year cycle (i.e., every other year). Education: Abilene Christian University, Abilene, Texas B.B.A., Accounting and Finance, 2016 Masters of Accountancy, 2017 He has passed his Series 65 securities examination September 2021. Business Experience: Corus Family Wealth Advisors, Inc., Shareholder, (01/2023 to Present) Corus Family Wealth Advisors, Inc., Investment Adviser Representative, (09/2021 to Present) Corus Family Wealth Advisors, Inc., Associate (04/2021 to Present) PwC, Senior Associate Mergers and Acquisitions, (2017-2021) Abilene Christina University, Student and Studying for CPA, (2012-2017) Item 3: Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4: Other Business Activities The principal business of Cole D. McClellan is the delivery of investment advisory services, financial planning, and family office services to the clients of Corus Family Wealth Advisors. Cole also spends time providing tax and accounting services to the clients of Corus Tax, a public accounting firm. Cole spends less than 10% of his time providing tax and accounting services. Some clients of Corus Family Wealth Advisors are also clients of Corus Tax. Advisory clients are made aware of this affiliated business, but are under no obligation to utilize the services of Corus Tax. 31  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Cole McClellan is an owner of First Light Brothers, LP. Corus Family Wealth Advisors does not have any direct ownership, control, or managerial responsibilities over First Light Brothers, LP. Corus Family Wealth Advisors does not provide advisory services, recommendations, advice, or guidance to First Light Brothers, LP. Advisory clients of Corus Family Wealth Advisors are not solicited for investments in First Light Brothers, LP, but their unsolicited participation is allowed, solely at their discretion. Corus Family Wealth Advisors does not receive any form of compensation, fees, benefits, or remuneration from First Light Brothers, LP in connection with a client’s investment in First Light Brothers, LP. Corus Family Wealth Advisors’ involvement is solely intended to assist the client in managing their overall investment portfolio. Other Outside Business Activity None of Mr. McClellan’s other outside business activities are 10% of his time or revenue. Corus Family Wealth Advisors does not supervise and does not receive any compensation from this Other Outside Business Activity. Cole does not have a pending application to register as a registered representative, an associated person of a futures commission merchant, a commodity pool operator, or a commodity trading adviser. Item 5: Additional Compensation Cole D. McClellan does not receive any additional compensation or economic benefit for providing advisory services to clients. He does not receive any commissions, service fees, 12b-1 fees, or other compensation for recommending or giving financial advice to a client. Item 6: Supervision Kelley J. Schubert, President of Corus Family Wealth Advisors, and Kevin Nelson, Chief Financial Officer and Chief Compliance Officer of Corus Family Wealth Advisors, are responsible for supervising investment activities for all employees including the investment advice provided. Investment advice is monitored through daily conversations, phone calls, client meetings, collaborating on client issues, and reviewing client reports and e-mails. Kelley and Kevin can be contacted at 972-422-1010. 32  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 1: Cover Page Kathryn Wade Atkins CRD Number: 2428449 Corus Family Wealth Advisors, Inc. 5900 S. Lake Forest Drive, Suite 280 McKinney, TX 75070 972-422-1010 March 25, 2025 This Brochure Supplement provides information about Kathryn Atkins that supplements the Brochure of Corus Family Wealth Advisors, Inc. You should have received a copy of that Brochure. Please contact Kevin A. Nelson if you did not receive Corus Family Wealth Advisors’ Brochure or if you have any questions about the contents of this supplement. Additional information about Kathryn Atkins is available on the SEC’s website at www.adviserinfo.sec.gov. 33  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 2: Educational Background and Business Experience Kathryn Atkins Year of Birth: 1962 Education: Rice University, Houston, Texas BS, Electrical Engineering, 1984 BA, Computer Science, cum laude, 1984 University of Dallas, Irving, Texas MBA, Personal Finance, highest honors, 1994 She has passed her Series 65 securities examination December 2021. Business Experience: Corus Family Wealth Advisors, Inc., Investment Adviser Representative, (12/2021 to Present Corus Family Wealth Advisors, Inc., Client Service Specialist, (11/2017 to Present) Lucas Christian Academy, Teacher, (11/2013 to 05/2019) Item 3: Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4: Other Business Activities Kathryn Atkins does not have a pending application to register as a registered representative, an associated person of a futures commission merchant, a commodity pool operator, or a commodity trading adviser. Item 5: Additional Compensation Kathryn Atkins does not receive any additional compensation or economic benefit for providing advisory services to clients. She does not receive any commissions, service fees, 12b-1 fees, or other compensation for recommending or giving financial advice to a client. Item 6: Supervision Kelley J. Schubert, President of Corus Family Wealth Advisors, and Kevin Nelson, Chief Financial Officer and Chief Compliance Officer of Corus Family Wealth Advisors, are responsible for supervising investment activities for all employees including the investment advice provided. Investment advice is monitored through daily conversations, phone calls, client meetings, collaborating on client issues, and reviewing client reports and 34  Corus Family Wealth Advisors, Inc. Form ADV Part 2 e-mails. Kelley and Kevin can be contacted at 972-422-1010. 35  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 1: Cover Page Garrett Blake Williams CRD Number: 7451119 Corus Family Wealth Advisors, Inc. 5900 S. Lake Forest Drive, Suite 280 McKinney, TX 75070 972-422-1010 March 25, 2025 This Brochure Supplement provides information about Garrett Williams that supplements the Brochure of Corus Family Wealth Advisors, Inc. You should have received a copy of that Brochure. Please contact Kevin A. Nelson if you did not receive Corus Family Wealth Advisors’ Brochure or if you have any questions about the contents of this supplement. Additional information about Garrett Williams is available on the SEC’s website at www.adviserinfo.sec.gov. 36  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 2: Educational Background and Business Experience Garrett Williams Year of Birth: 1999 Professional Designations: CERTIFIED FINANCIAL PLANNER®, CFP® 2023 In order to achieve and maintain certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board's Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years. - See more at: http://www.cfp.net/become-a-cfp-professional/cfp-certification- requirements#sthash.qwXJz3yF.dpuf. Education: Texas A&M University, College Station, TX BS, Agricultural Business, 2021 minor, Financial Planning, 2021 He has passed his Series 65 securities examination October 2021. Business Experience: Corus Family Wealth Advisors, Inc., Investment Adviser Representative, (01/2023 to Present Financial Innovations LLC dba Wisdom Index Advisors, Associate Advisor, (06/2021 to 12/2022) Texas A&M, Student, (05/2018 to 05/2021) Item 3: Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4: Other Business Activities Garrett Williams does not have a pending application to register as a registered representative, an associated person of a futures commission merchant, a commodity pool operator, or a commodity trading adviser. 37  Corus Family Wealth Advisors, Inc. Form ADV Part 2 Item 5: Additional Compensation Garrett Williams does not receive any additional compensation or economic benefit for providing advisory services to clients. He does not receive any commissions, service fees, 12b-1 fees, or other compensation for recommending or giving financial advice to a client. Item 6: Supervision Kelley J. Schubert, President of Corus Family Wealth Advisors, and Kevin Nelson, Chief Financial Officer and Chief Compliance Officer of Corus Family Wealth Advisors, are responsible for supervising investment activities for all employees including the investment advice provided. Investment advice is monitored through daily conversations, phone calls, client meetings, collaborating on client issues, and reviewing client reports and e-mails. Kelley and Kevin can be contacted at 972-422-1010. 38