Overview
Assets Under Management: $159 million
Headquarters: SUGAR LAND, TX
High-Net-Worth Clients: 38
Average Client Assets: $2.3 million
Frequently Asked Questions
VERUS FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315153), VERUS FINANCIAL GROUP is subject to fiduciary duty under federal law.
VERUS FINANCIAL GROUP is headquartered in SUGAR LAND, TX.
VERUS FINANCIAL GROUP serves 38 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, VERUS FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
VERUS FINANCIAL GROUP manages $159 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, VERUS FINANCIAL GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.89%
Average Client Assets: $2.3 million
Total Client Accounts: 752
Discretionary Accounts: 745
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 315153
Filing ID: 2063840
Last Filing Date: 2026-03-05 11:59:00