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 registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (first registered in 1992) and serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage-of-AUM and fixed-fee arrangements. Verus does not identify as an active ESG investor, is not a capital allocator or pension consultant, and is not designated as a multi-state adviser in the source data. The firm was included on CNBC’s Top 100 Financial Advisory Firms list in 2025, reflecting public recognition of its market presence.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$1.1B in ETFs
72%
$808M
22%
$317M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $295M | 788,545 | 26.23% |
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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