Verus Capital Partners, LLC logo

Verus Capital Partners, LLC

Updated today

Total assets under management

$2,290,832,340

Total clients

5,086

8% high-net worth

Total advisors

47

of 68 employees

Firm size

Multi Team

Average clients per advisor

108

Average account size

$450,419

About

Verus Capital Partners is a fee-based investment advisory firm that serves individuals (including high-net-worth clients), trusts, pension plans and estates. The firm offers discretionary portfolio management, financial planning, 401(k)/pension consulting, ongoing consultations, and access to third‑party and wrap-fee programs.

The firm combines fundamental and technical analysis to build customized portfolios, uses tactical adjustments and selective hedging (including options and inverse ETFs), and tailors allocations to each client’s time horizon, risk tolerance and tax considerations. Verus monitors accounts on an ongoing basis and uses multiple institutional custodial and wrap platforms (including several LPL-sponsored programs) to implement strategies and reporting.

Compared with many multi-team firms, Verus’s structure includes notable operational affiliates and communications: it operates a proprietary reporting/billing software affiliate (Citius AdvisorSolutions) and an affiliated estate-document guidance service (Arizona Trust and Will), and it prepares periodic client reports and educational materials. The firm also has material relationships with LPL (including numerous dually registered representatives and program-based custody), and recent regulatory actions (an SEC order and a Massachusetts settlement disclosed in the brochure) that prospective clients may consider when evaluating conflicts of interest and oversight.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Income planning Retirement withdrawal strategies Active portfolio management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable

Percentage

$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%

Commissions

IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees

Project-based

Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour

Other

Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually

Main office location

Verus Capital Partners, LLC

8300 N Hayden Rd, Suite A207

Scottsdale AZ 85258, United States

Number of offices

32

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Minnesota · Mississippi · Montana · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Elizabeth S

Series 66

Huntsville, AL

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Michael J

Series 63, Series 66

Madison, AL

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Frank S

Series 63, Series 65

Scottsdale, AZ

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Stephen W

Series 63, Series 65

Madison, AL

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Steven D

Series 63, Series 65

Gilbert, AZ

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

William K

Series 66

Escondido, CA

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Marty B

Series 66

Scottsdale, AZ

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Yueh Hwa L

CFP®, Series 66

Pasadena, CA

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Donald G

ChFC®, Series 63, Series 66

Marlborough, MA

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Fred G

Series 63, Series 65

Chandler, AZ

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Thomas C

Series 63, Series 65

Ventura, CA

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Christopher O

ChFC®, Series 66

Glenlg, MD

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Satenik N

Series 63, Series 66

Northridge, CA

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Eric C

Series 63, Series 65

Hermosa Beach, CA

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Michael P

CFP®, Series 66

Scottsdale, AZ

Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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