VERUS FINANCIAL PARTNERS

Overview

Verus Financial Partners is an independent registered investment adviser that has been SEC-registered since 1992 and is owned individually. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines AUM-based fees with fixed-fee engagements. Verus positions itself as a manager that relies heavily on public funds and mutual funds as the backbone of client portfolios, while also incorporating annuities and third‑party digital currency exposure for clients who seek alternative or nontraditional allocations. The firm is not identified as an active ESG investor, does not operate as a capital allocator, and is not classified as a multistate adviser on its snapshot. Verus was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices