Corvum Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,720
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Corvum Investment Management provides fee-only investment management and investment-focused financial planning to a mix of clients, including individuals, families, charitable organizations, businesses, and other financial professionals and institutions. The firm offers discretionary portfolio management and can be engaged as a sub-adviser or third‑party asset manager for registered investment advisers, a relationship that is less common among peers in this category.
The firm’s investment approach blends passive and active techniques, favoring passive, ETF‑based portfolios for many clients while employing fundamental and technical analysis when active strategies are appropriate. Portfolio construction is guided by client‑specific investment policies and plans, and the firm may use outside managers or automated trading services to implement strategies where warranted.
Compared with many managers in this category, the firm is relatively small and accepts engagements that others often do not, such as sub-advisory work for other advisers and individual (non‑high‑net‑worth) clients, and it offers hourly billing as an available fee option alongside flat and AUM arrangements. The adviser also maintains relationships with multiple custodians and discloses receipt of custodial support services, and it does not vote client proxies, leaving proxy decisions to clients.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Cash flow / budgeting
General estate planning guidance
College savings (529s, UTMA, etc.)
Occupation focus
Financial Professional
Founder/Business Owner
Fee options
Flat fees for investment plan (e.g., $1,000 or $500) and financial planning (typical $3,000)
$0 - $1,200,000: 0.85% $1,200,001 - $1,600,000: 0.35% $1,600,001 - $3,200,000: 0.30% $3,200,001 - $4,800,000: 0.25% $4,800,001 - $7,100,000: 0.20% $7,100,001+: 0.15%
$200/hour for investment management and financial planning services
Minimum fee: Typical fee for an investment plan without a broader financial plan is $1,000; with an acceptable financial plan is $500; fixed fee is negotiable Fee-only: Investment plans fixed fee at $200/hour; typical comprehensive financial plan $3,000; hourly rate $200/hour
Main office location
Corvum Investment Management
Texarkana TX, United States
Number of offices
1
Most active in
Corvum Investment Management has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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