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VERUS FINANCIAL PARTNERS

Legal name: VERUS FINANCIAL PARTNERS, INC.

CRD 106744File 801-41983
APPROVED
Retail clients
Custody
Filing as of May 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.18B
Clients
636
1,935 accounts
Employees
21
Top 25% of cohort in VA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
Jul 1, 1992
Principal office
9030 STONY POINT PARKWAY, SUITE 160, RICHMOND, VA, 23235
Phone
804-592-3465

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.18B
Discretionary AUM
$1.18B
Non-discretionary AUM
$0
Discretionary accounts
1,935
Non-discretionary accounts
0
Total accounts
1,935
AUM per client
$1.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals265$908.6M
Individuals (other than high net worth individuals)371$273.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.