CM
Cole D. Mcclellan
CORUS FAMILY WEALTH ADVISORS
Mckinney, TX 75070
Some features on this profile are disabled
CRD#: 6610173
CM
Professional summary
Cole Davis Mcclellan, who also goes by Cole D Mcclellan, is a registered financial advisor currently at CORUS FAMILY WEALTH ADVISORS, INC. located in Mckinney, Texas.
Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cole has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cole D Mcclellan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of the other business: First Light Brothers, LP Investment-related: Yes Address: 1306 Creekwood Ct, Allen, TX 75002 Nature of the business: Limited Partnership Position: Manager Title: Manager Start Date: 09/01/2023 Approximate number of hours: 10/month Number of hours during securities trading hours: 0 Duties: Looking for undeveloped land, evaluating the land for investment, assisting with the accounting, tax, and legal matters.
CRS (Client Relationship Summary) - RIA
Click below to view Cole Davis Mcclellan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 10, 2021 - Present
CORUS FAMILY WEALTH ADVISORS, INC.
Office #1: 5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070RIA
CRD#: 114702
Mckinney, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CORUS FAMILY WEALTH ADVISORS, INC.
CORUS | SUMMIT ASSET MANAGEMENT, INC. | SCHUBERT & COMPANY, INC. | EMPIRICAL PRIVATE WEALTH MANAGEMENT, INC. | CORUS FAMILY WEALTH ADVISORS, INC.
CRD#: 114702 / SEC#: 801-118534
RIA
Registered Investment Advisory firm - (4/27/2020 Approved)Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(4/4/2024)
IAR
Texas(9/10/2021)
Current Firm
CF
CORUS FAMILY WEALTH ADVISORS, INC.
CORUS | SUMMIT ASSET MANAGEMENT, INC. | SCHUBERT & COMPANY, INC. | EMPIRICAL PRIVATE WEALTH MANAGEMENT, INC. | CORUS FAMILY WEALTH ADVISORS, INC.
CRD#: 114702 / SEC#: 801-118534
RIA
Registered Investment Advisory firm - (4/27/2020 Approved)Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070
Mailing Address
Phone number
(972) 422-1010
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 686 |
| AUM (Assets Under Management) | $ 541,186,105 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
