Verticus Advisors Inc.
Firm details
- Headquarters
- ,
- CRD number
- 333313
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Verticus Advisors Inc. is a small, independent registered investment adviser owned by an individual and focused on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with accounting-related services. Its fee schedule includes a percentage-of-AUM option as well as hourly and fixed-fee arrangements. The firm reports it does not position itself as a capital allocator and is not an active ESG investor. Regulatory and structural flags in the snapshot indicate it is not a multi-state adviser and is not affiliated as a related adviser or pension consultant.
Assets & Accounts
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 Funds47%
- Cash & Cash Equivalents43%
- State & Local Bonds5%
- Exchange Traded Equities4%
- Other1%
Contacts
1 of 1
Ryan Cooper
PresidentCRD 7319761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations