VERUS FINANCIAL GROUP
VERUS CAPITAL VENTURES, INC. Legal Name
Adviser information for VERUS FINANCIAL GROUP last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 595 | $96.0M |
| Non-Discretionary | 4 | $4.7M |
| Total | 599 | $100.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 421 | $47.4M |
| HNW Individuals | 28 | $47.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $5.3M |
| Charitable organizations | <5 | $309,824 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129875 |
|---|---|
| SEC ERA File Number | 801-129875 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315153 |
| Legal Entity Identifier | None |
Principal Office
2100 TRAVIS ST.SUITE 650
HOUSTON
TX
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: 713-909-3188, Fax: 713-909-3188
Websites
www.tiktok.com/t/ztdwyxwt5/
verusfinancial.net/
www.verusfinancial.us/
open.spotify.com/show/47lzumpcr1xbjqieizmfxx
anchor.fm/verus-financial
www.youtube.com/channel/ucw4ttxhxwl9t50olk6usena
www.facebook.com/verusfinancialgroup/
www.linkedin.com/company/verus-financial-group
www.instagram.com/verusfinancial/?hl=en
Chief Compliance Officer
MINH DUC VO
PRESIDENT & CHIEF COMPLIANCE OFFICER
2100 TRAVIS ST.
SUITE 650
HOUSTON
TX
United States
Tel:
713-909-3188
Fax:
N/A
M*****@****************S
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VO, MINH, DUC | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 08/2019 | > 75% |