Kelley Joe Schubert
Investment adviser representative at Corus Family Wealth Advisors, Inc.
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$619.5MFirm assets
Are you Kelley Joe Schubert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Stack Em Up, LPJan 2018 to now
- Warschuman Partners, LPOct 2013 to now
- Petrorock Partners, LPApr 2011 to now
- Pearsall Partners, LPJan 2010 to now
- Omega Coastal Development LPJun 2006 to now
- Ll Management, Inc.Dec 2005 to now
- Touchstone Oil & Gas, Inc.May 2000 to now
- Corus Family Wealth Advisors, Inc.Jul 1999 to now
- Kelley J. Schubert, P.C.Jul 1999 to now
- Schubert & Company, Inc.Jul 1999 to now
- Drilling & Xtraction, LPJul 2003 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corus Family Wealth Advisors, Inc.
$619.5MAssets managed
133Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2411434
- Firm CRD
- 114702