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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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | 265 | $908.6M |
| Individuals (other than high net worth individuals) | 371 | $273.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 642 | 636 | decreased by6 |
| Apr 1, 2026 | AUM | $1,004,534,117 | $1,181,875,242 | increased by$177,341,125 |
| Apr 1, 2026 | Accounts | 1,907 | 1,935 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 21 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 705 | 642 | decreased by63 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $983,047,963 | $1,004,534,117 | increased by$21,486,154 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,246 | 1,907 | decreased by339 |
| Mar 1, 2022 | Employees | 17 | 18 | increased by1 |
| Mar 1, 2022 | Clients | 713 | 705 | decreased by8 |
| Mar 1, 2022 | AUM | $855,349,922 | $983,047,963 | increased by$127,698,041 |
| Mar 1, 2022 | Accounts | 2,027 | 2,246 | increased by219 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VERUS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERUS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.