VERUS CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2014

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$314K

Accounts

7,289

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 151568
Registered since: January 2, 2014
Website: www.veruscapitalpartners.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI45.47%
Individuals45.15%
Pension & Profit Sharing Plans8.45%
Corporations / Businesses0.7%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Verus Capital Partners, LLC is an independent registered investment adviser that began SEC registration in 2014 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, using third-party managers alongside its own advice. Its client-facing services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and investor education through publications and workshops. Fee arrangements are flexible, including percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor.