Verus Capital Partners, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$2,290,832,340 as of October 2026, filing dated March 31, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Publication of periodicals or newsletters
• Educational seminars/workshops

Also doing business as

ANDREWS INSURANCE SOLUTIONS, LLC, BURNS TAX AND WEALTH MANAGEMENT, CPA WEALTH ADVISORS, LLC, EAGLE EYE INVESTMENTS, LLC, FIRST THAN IFS, FIRST THEN IFS, FRED A. GOODMAN, CPA, GEISER WEALTH MANAGEMENT, HAVEN FINANCIAL SERVICES, LLC, HOLCOMB WEALTH MANAGEMENT, INTERMARKET ANALYTICS, KENNETH M. PERKINS WEALTH, LIFECOURSE CAPITAL, OPTIMAL WEALTH INC., OXENHAM FINANCIAL, PHILLIPS FINANCIAL MANAGEMENT, PROVIDENT FINANCIAL GROUP, RSO WEALTH, LLC, RUDOLPH FINANCIAL GROUP, SOUTH PLATTE INVESTMENTS & PLANNING, SOUTHERN HERITAGE FINANCIAL GROUP, STARKEY BROTHERS, INC., VINEPOINT ADVISORY GROUP, LLC, WANN FINANCIAL SERVICES, WANN WEALTH PARTNERS, LLC, WILLIAM F. SULLIVAN FINANCIAL SERVICES

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2014 (12 years)

Employees

Total: 68. Performing investment advisory functions: 45.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCLPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

25 other offices, as of the April 2026 filing

Chandler, AZEncino, CAEscondido, CAFayetteville, TNGilbert, AZGlenelg, MDGreat Falls, MTHeavener, OKHermosa Beach, CALittleton, COMadison, ALMarlborough, MANorthridge, CAOcean Springs, MSOceanside, CAOntario, CAPasadena, CAPhoenix, AZPoteau, OKSan Diego, CAScotsdale, AZScottsdale, AZSouth Boston, VASpring Hill, TNVentura, CA

States registered or notice-filed

35 states or jurisdictions

ALARAZCACODEFLGAHIIDILINLAMAMDMNMSMTNCNENJNMNVNYOHOKORPASCTNTXUTVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

5 Reports 5 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.C(1) Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $790,787,671 in the October 2021 data and $2,290,832,340 in the October 2026 data, up 190%.

Total employees: 33 in October 2021 and 68 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • No longer lists the business name Parker Capital Strategies, LLC.
   • No longer lists the business name Guardian Wealth Builders.
   • No longer lists the business name New Break Financial.
   • Added the business name William F. Sullivan Financial Services.
   • Added the business name Southern Heritage Financial Group.
   • Added the business name Andrews Insurance Solutions, LLC.
   • Added the business name Wann Wealth Partners, LLC.
   • Added the business name CPA Wealth Advisors, LLC.
   • Added the business name Rudolph Financial Group.
   • Added the business name Lifecourse Capital.
   • Added the business name First Then IFS.
   • Employees performing advisory functions went from 38 to 45.
   • Regulatory assets under management went from $2,066,642,798 to $2,290,832,340 (+11%).
   • Changed its office addresses in Ventura, CA.
   • Added an office in Fayetteville, TN.
   • Added an office in Heavener, OK.
   • Added an office in Madison, AL.
   • Added an office in Phoenix, AZ.
   • Added an office in Spring Hill, TN.
2. December 2025
   • Item 11 disclosure answers changed: 5 yes answers, previously 3 (now yes: 11.D(2), 11.D(4)).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.