Verus Financial Group

RIASEC RegisteredEst. 2024

Total AUM

$159M

Discretionary

$151M

95% of AUM

Avg account

$211K

Accounts

752

Employees

Advisory reps

Firm details

Headquarters: Sugar Land, Texas
CRD number: 315153
Registered since: April 11, 2024
Website: www.verusfinancial.us
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.89%
Individuals42.94%
Pension & Profit Sharing Plans1.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Verus Financial Group is an independent registered investment adviser that serves both individuals/families and institutional clients. The firm bills through asset-based fees, hourly charges, and fixed fees, and lists financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and client education (seminars/workshops) among its advisory activities. Verus is not positioned as a capital allocator; instead it appears to implement portfolios directly and via third-party managers. The firm is SEC-registered as of 2024, is owner-operated, and does not identify as an active ESG investor.