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Stephen James Vogel

Corvus Capital is an independent, fee-only registered investment advisor based in Nashville, TN

Corvus Capital Management LLC
PRESIDENT

Nashville

TN

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Other
    • -Selection of Other Advisors

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Corvus Capital Management LLC 4 years, 11 months Dec 2014 - Present
Corvus Capital Management LLC 4 years, 11 months Dec 2014 - Present
Diversified Trust Company 3 years, 2 months Sep 2011 - Nov 2014
First Tennessee Bank 1 year, 1 month Aug 2010 - Sep 2011
Student 16 years, 3 months Aug 2003 - Present

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute

Articles and Answers

Insights by Stephen Vogel

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 21, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Feb. 22, 2019
    • $9.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 4
      number of clients
    • $2.3M
      Estimated Average Account Balance Per Client

Corvus Capital Management LLC

Last updated on May 22, 2019
    • $18.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 32
      Accounts
    • $562.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Other