Kathryn Wade Atkins
Investment adviser representative at Corus Family Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$619.5MFirm assets
6 yearsFirm in business
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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
13 years in the industry.
- Corus Family Wealth Advisors, Inc.Dec 2021 to now
- Schubert & CompanyNov 2017 to now
- Lucas Christian AcademyNov 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2021
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
- 2428449
- Firm CRD
- 114702