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 that has been SEC-registered since 1992. The firm serves individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model blends asset-based fees with fixed-fee engagements. FINTRX flags the firm as not an active ESG investor, not a pension consultant, and not a capital allocator; it is also recorded as not a multi-state adviser despite maintaining multiple physical offices. Verus received recognition as 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
71%
$761M
23%
$308M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $268M | 773,864 | 25.05% |
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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