Verus Financial Partners
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 106744
- Registered since
- July 1, 1992
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.88%
- Individuals23.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Verus Financial Partners is an independent, privately owned registered investment adviser operating since the early 1990s. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. It is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Verus was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Julie Waitman
Senior Vice President & Chief Compliance OfficerCRD 2408592
Contacts
3 of 11David Butler
Associate Financial PlannerCRD 8010398
Kristin Lindsay
Financial PlannerCRD 7299803
Brian Welch
Vice PresidentCRD 5446627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$1.1B in ETFs
72%
$801M
23%
$318M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $290M | 784,245 | 25.93% |
Location
Richmond, VA
Chesterfield
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Chesterfield
- Address
- 9030 Stony Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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