DFX Intelligence

61 more advisory clients, 167 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Verus Advisory, Inc.

OCIO

OCIOprobableCRD 110565

Suggest a correction

61 more advisory clients, 167 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

filed Mar 20, 2026

ADV institutional RAUM

$15B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$10B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.75; discretionary RAUM $10B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

64 allocators

The Painters & Allied Trades Paint Makers Pension Investment adviser (plan)through Dec 31, 2025 Form 5500
Operating Engineers Local 428 Pension Trust Investment adviser (plan)Pension consultantthrough Dec 31, 2025 Form 5500
U.A. Local No. 447 Pension Fund Pension consultantInvestment adviser (plan)through Jun 30, 2025 Form 5500

+61 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

170 rows, $20.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Operating Engineers Local 428 Pension Trust	2025	27	NONE OTHER THAN CONTRACT	$53,000
The Painters & Allied Trades Paint Makers Pension	2025	27 28 51	NONE	$50,000
International Painters and Allied Trades Industry Pension Plan	2024	27 51	NONE	$671,005

+167 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

charity clients 20 Mar 20, 2026 reported
government clients 1 Mar 20, 2026 reported
institutional clients 53 Mar 20, 2026 reported
pension plan clients 32 Mar 20, 2026 reported
raum discretionary $10B Mar 20, 2026 reported
raum institutional $15B Mar 20, 2026 reported
raum total $19B Mar 20, 2026 reported

What changed

Dec 31, 2024Consultant changedinferenceJack in the Box Inc. Retirement Plan
Verus no longer appears on Jack in the Box Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Verus Advisory, Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferenceInternational Painters and Allied Trades Industry Pension Plan
Verus Advisory, Inc. appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Verus Advisory, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceAlaska Teamster-Employer Pension Trust
Verus Advisory, Inc. no longer appears on Alaska Teamster-Employer Pension Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Verus Advisory, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceHuntington Memorial Hospital Retirement Plan
Verus no longer appears on Huntington Memorial Hospital Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Verus Advisory, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceSO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan
Verus Advisory, Inc appears on SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Verus Advisory, Inc.askebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.