# Verus Capital Partners, LLC

> Verus Capital Partners, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 151568
- Filed as: VERUS CAPITAL PARTNERS, LLC
- 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)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151568
- AdvisorCensus page: https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568

## Quick answers

**How is Verus Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Verus Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Verus Capital Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: up to $5,000 (financial planning services); Hourly rate: $500 an hour (Investment Advisor Representative); Hourly rate: $100 an hour (Para-planner); Hourly rate: $50 an hour (Administrative Support). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Verus Capital Partners, LLC located?**
Verus Capital Partners, LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the April 2026 filing also lists 25 other offices (Schedule D, Section 1.F).

**Is Verus Capital Partners, LLC registered with the SEC or a state?**
Verus Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 151568.

**How much does Verus Capital Partners, LLC manage?**
Verus Capital Partners, LLC reports $2,290,832,340 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Verus Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Verus Capital Partners, LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Verus Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,660); pension and profit sharing plans (but not the plan participants or government pension plans) (482); high net worth individuals (426).

**Which custodians does Verus Capital Partners, LLC use?**
Verus Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Verus Capital Partners, LLC report any disciplinary disclosures?**
Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151568

**What changed in Verus Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: 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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: up to $5,000 (financial planning services)

> The fixed fee will not exceed $5,000.

- Hourly rate: $500 an hour (Investment Advisor Representative)

> Investment Advisor Representative: $500 per hour

- Hourly rate: $100 an hour (Para-planner)

> Para-planner: $100 per hour

- Hourly rate: $50 an hour (Administrative Support)

> Administrative Support: $50 per hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- LPL 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.

### Regulatory assets under management (Item 5.F)
- Total: $2,290,832,340
- Discretionary: $2,290,832,340
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,660 | $1,034,331,731 |
| High net worth individuals | 426 | $1,041,620,916 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 482 | $193,505,605 |
| Charitable organizations | 17 | $5,308,896 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 57 | $16,065,192 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 68 total, 45 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports 5 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151568

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chandler, AZ
- Encino, CA
- Escondido, CA
- Fayetteville, TN
- Gilbert, AZ
- Glenelg, MD
- Great Falls, MT
- Heavener, OK
- Hermosa Beach, CA
- Littleton, CO
- Madison, AL
- Marlborough, MA
- Northridge, CA
- Ocean Springs, MS
- Oceanside, CA
- Ontario, CA
- Pasadena, CA
- Phoenix, AZ
- Poteau, OK
- San Diego, CA
- Scotsdale, AZ
- Scottsdale, AZ
- South Boston, VA
- Spring Hill, TN
- Ventura, CA

### Websites listed on Form ADV (Item 1.I)
- [veruscapitalpartners.com](https://veruscapitalpartners.com)
- Facebook @VerusCapitalPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $790,787,671 | 33 | August 31, 2021 |
| October 2022 | $1,222,808,760 | 53 | August 5, 2022 |
| October 2023 | $948,186,511 | 47 | May 9, 2023 |
| October 2024 | $1,564,473,891 | 49 | July 23, 2024 |
| October 2025 | $2,066,642,798 | 49 | June 16, 2025 |
| October 2026 | $2,290,832,340 | 68 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### December 2025
- Item 11 disclosure answers changed: 5 yes answers, previously 3 (now yes: 11.D(2), 11.D(4)).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verus Capital Partners, LLC (CRD 151568): Form ADV filing data as of October 2026.