# CORVUS WEALTH ADVISORS LLC

CORVUS WEALTH ADVISORS LLC of TEMPLETON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 311261
- Type: SEC-registered investment adviser
- SEC file number: 801-119912
- Location: 615 S. MAIN STREET, SUITE A, TEMPLETON, CA, 93465
- Phone: 805-434-2608
- Latest filing: 2026-03-24
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $78.0M
- Clients: 19
- Accounts: 1,491

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Robert Alan Garcia | MANAGER AND CHIEF COMPLIANCE OFFICER; TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| Carolyn Jane Herzog | MANAGER AND CHIEF INVESTMENT OFFICER; TRUSTEE OF THE CAROLYN HERZOG REVOCABLE TRUST, U/D/T DATED OCTOBER 18, 2017 | — |
| Deborah Donnelly | TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| Giselle Nmn Crout | OWNER | — |
| GARCIA ROBERT ALAN | MANAGER AND CHIEF COMPLIANCE OFFICER; TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| HERZOG CAROLYN JANE | MANAGER AND CHIEF INVESTMENT OFFICER; TRUSTEE OF THE CAROLYN HERZOG REVOCABLE TRUST, U/D/T DATED OCTOBER 18, 2017 | — |
| Deborah Garcia | TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| DONNELLY DEBORAH | TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| Crout Giselle NMN | OWNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SAN LUIS OBISPO | CA | 5 | 805-549-9020 |
| SAN LUIS OBISPO | CA | 5 | 805-549-9020 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311261/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311261/similar
- Related entities: https://search.stillhousedata.com/firm/311261/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311261

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.