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Verus Financial Partners, Inc.

● SEC registered since 1992CRD 106744SEC# 801-41983Richmond, VA
Export (members)
Reg. AUM
$1B
Employees
21
Accounts
1,907
Location
Richmond, VA

Verus Financial Partners, Inc. assets under management

Verus Financial Partners, Inc. is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 1992. It reports $1 billion in regulatory assets under management and employs 21 people.
www.linkedin.com/company/verus-financial-partnersView on SEC.gov ↗

Verus Financial Partners, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Brian James WelchVice PresidentUnder 5%2024
David Alexander Kozlowski ControlPresident25-50%2010
Edward L Hoppe ControlSr. Vice President25-50%2006
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Frequently asked questions

How much does Verus Financial Partners, Inc. manage?

Verus Financial Partners, Inc. reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Verus Financial Partners, Inc. have?

Verus Financial Partners, Inc. reports 21 employees.

Where is Verus Financial Partners, Inc. located?

Verus Financial Partners, Inc. is based in Richmond, VA and has been SEC-registered since 1992.

Does Verus Financial Partners, Inc. disclose fund performance?

Verus Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9030 Stony Point Parkway, Suite 160, Richmond, VA 23235
Phone804-592-3465
Fax804-592-3484
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1481714
Discloses disciplinary historyNo

Assets under management

Discretionary$1B
Non-discretionary$0
Total (RAUM)$1B