VERUS FINANCIAL GROUP

Overview

Verus Financial Group operates as an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small institutions. The firm uses a mix of fee models — percentage of assets under management, hourly fees and fixed fees — to serve a range of client needs. Verus runs advisory programs that include retirement and pension consulting, client education through seminars and workshops, and tailored portfolio management. The firm is not positioned as a capital allocator and does not identify itself as an active ESG investor. Verus registered with the SEC in 2024 and is owned by an individual proprietor. Investment activity centers on equity exposure: exchange-traded equities are the largest single bucket in client portfolios, with equities taking precedence in the firm’s allocation preference. Verus combines managed separate accounts with pooled vehicles such as mutual funds and uses annuities where appropriate for income or legacy planning. Educational programming and pension consulting complement its discretionary portfolio services.

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Public Holdings

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Location & Offices