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 operates as an independent registered investment adviser that acts both as a wealth manager and a capital allocator. The firm serves individual and family investors as well as institutional clients, offering financial planning, discretionary portfolio management for individuals and businesses, selection of other advisers, pension consulting, and client education through publications and seminars. Its fees include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. Verus also identifies itself as a capital allocator that deploys third‑party managers for alternative exposure rather than running in‑house private funds.