DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NARUS FINANCIAL PARTNERS, LLC

CRD 173534

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2fb24798-3e48-e02a-d8a1-92a1295b464e

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Oct 16, 2014 to Mar 9, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $559MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $545M
Private client RAUM: $502MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 574
Individual clients: 134
High net worth clients: 69
SEC number: 801-80500
CRD: 173534
Filings on the tape: 27
First filed: Oct 16, 2014
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CURTIS TEICHERT LAMB	n/a	SALT LAKE CITY, UT	11	30	2	no
JARED DANIEL STUBBS	n/a	SALT LAKE CITY, UT	11	29	4	no
TRENT ALAN BOWERS	Certified Financial Planner	SALT LAKE CITY, UT \| Prescott, AZ	11	26	2	no
MICHAEL WILLIAM ROBINSON	n/a	SALT LAKE CITY, UT \| TOPOCK, AZ	11	26	1	no
Landon Chad Malo	n/a	SALT LAKE CITY, UT	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOWERS, TRENT, ALAN	MEMBER AND CHIEF INVESTMENT STRATEGIST	C	yes	10/2014	Oct 16, 2014	Apr 16, 2024
GUNN-SCHINKER, SARA, CHRISTIAN	CHIEF COMPLIANCE OFFICER	Na	yes	05/2016	Jun 24, 2016	Apr 16, 2024
LAMB, CURTIS, TEICHERT	Member	C	yes	10/2014	Oct 16, 2014	Apr 16, 2024
ROBINSON, MICHAEL, WILLIAM	Member	C	yes	10/2014	Oct 16, 2014	Apr 16, 2024
STUBBS, JARED, DANIEL	MEMBER AND PRESIDENT	C	yes	10/2014	Oct 16, 2014	Apr 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHRISTIAN GUNN-SCHINKER	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$559M	$545M	6	5	2	n/a	n/a
2024	Mar 11, 2025	$468M	$454M	7	6	2	n/a	n/a
2023	Mar 6, 2024	$379M	$368M	7	5	2	n/a	n/a
2022	Jan 25, 2023	$319M	$309M	7	5	2	n/a	n/a
2021	Feb 16, 2022	$357M	$343M	7	5	3	n/a	n/a
2020	Feb 11, 2021	$332M	$320M	7	5	3	n/a	n/a
2019	Feb 6, 2020	$282M	$273M	8	4	3	n/a	n/a
2018	Feb 27, 2019	$244M	$234M	8	4	3	n/a	n/a
2017	Mar 15, 2018	$245M	$235M	8	4	4	n/a	n/a
2016	Mar 21, 2017	$185M	$177M	7	4	n/a	n/a	n/a
2015	Mar 1, 2016	$160M	$75.1M	6	4	n/a	n/a	n/a
2014	Jan 19, 2015	$103M	$101M	5	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$559M	$468M	19.5%	$319M	20.6%	6	7	2	2

Relationships

Registered with (7)

← Landon Chad MaloAdvisorregistration: current employment
Apr 8, 2024 to presentfactForm ADV
← MICHAEL WILLIAM ROBINSONAdvisorregistration: current employment
Jan 5, 2015 to presentfactForm ADV
← TRENT ALAN BOWERSAdvisorregistration: current employment
Nov 3, 2014 to presentfactForm ADV
← CURTIS TEICHERT LAMBAdvisorregistration: current employment
Oct 27, 2014 to presentfactForm ADV
← JARED DANIEL STUBBSAdvisorregistration: current employment
Oct 27, 2014 to presentfactForm ADV
← AMY CLINGENPEEL DIAMONDAdvisorregistration: previous registration
Jun 2, 2022 to Dec 17, 2025factForm ADV
← Alexander ButlerAdvisorregistration: previous registration
Nov 30, 2020 to Jun 10, 2022factForm ADV

Controls (5)

← LAMB, CURTIS, TEICHERTOwnerMEMBER, ownership code C, individual
Oct 16, 2014 to Apr 16, 2024factForm ADV
← STUBBS, JARED, DANIELOwnerMEMBER AND PRESIDENT, ownership code C, individual
Oct 16, 2014 to Apr 16, 2024factForm ADV
← BOWERS, TRENT, ALANOwnerMEMBER AND CHIEF INVESTMENT STRATEGIST, ownership code C, individual
Oct 16, 2014 to Apr 16, 2024factForm ADV
← ROBINSON, MICHAEL, WILLIAMOwnerMEMBER, ownership code C, individual
Oct 16, 2014 to Apr 16, 2024factForm ADV
← GUNN-SCHINKER, SARA, CHRISTIANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 24, 2016 to Apr 16, 2024factForm ADV

Dated events

Occurred
Dec 17, 2025
Advisor changed firm
Amy Clingenpeel Diamond left Narus Financial Partners, Llc for Alta Capital Management Llc (registered 2026-01-21)
Form ADVobserved 5 days ago
Occurred
Jun 10, 2022
Advisor changed firm
Alexander Butler left Narus Financial Partners, Llc for Ubs Financial Services Inc. (registered 2022-07-26)
Form ADVobserved 5 days ago
Occurred
Feb 11, 2021
Control person left
Michael Benjamin Merryman (Managing Member And President) no longer on Schedule A of Narus Financial Partners, Llc (listed 2020-06-22, absent 2021-02-11)
Form ADVobserved 5 days ago
Occurred
Feb 11, 2021
Control person left
Charles Larry Whitaker (Member) no longer on Schedule A of Narus Financial Partners, Llc (listed 2020-06-22, absent 2021-02-11)
Form ADVobserved 5 days ago
Occurred
Oct 16, 2014
First Form ADV filing
Clearstone Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fb24798-3e48-e02a-d8a1-92a1295b464e
First observed: Oct 16, 2014
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NARUS FINANCIAL PARTNERS, LLC

CRD 173534

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2fb24798-3e48-e02a-d8a1-92a1295b464e

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CURTIS TEICHERT LAMB

n/a

SALT LAKE CITY, UT

JARED DANIEL STUBBS

n/a

SALT LAKE CITY, UT

TRENT ALAN BOWERS

Certified Financial Planner

SALT LAKE CITY, UT | Prescott, AZ

MICHAEL WILLIAM ROBINSON

n/a

SALT LAKE CITY, UT | TOPOCK, AZ

Landon Chad Malo

n/a

SALT LAKE CITY, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWERS, TRENT, ALAN

MEMBER AND CHIEF INVESTMENT STRATEGIST

yes

10/2014

Oct 16, 2014

Apr 16, 2024

GUNN-SCHINKER, SARA, CHRISTIAN

CHIEF COMPLIANCE OFFICER

yes

05/2016

Jun 24, 2016

Apr 16, 2024

LAMB, CURTIS, TEICHERT

Member

yes

10/2014

Oct 16, 2014

Apr 16, 2024

ROBINSON, MICHAEL, WILLIAM

Member

yes

10/2014

Oct 16, 2014

Apr 16, 2024

STUBBS, JARED, DANIEL

MEMBER AND PRESIDENT

yes

10/2014

Oct 16, 2014

Apr 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHRISTIAN GUNN-SCHINKER

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$559M

$545M

n/a

2024

Mar 11, 2025

$468M

$454M

n/a

2023

Mar 6, 2024

$379M

$368M

n/a

2022

Jan 25, 2023

$319M

$309M

n/a

2021

Feb 16, 2022

$357M

$343M

n/a

2020

Feb 11, 2021

$332M

$320M

n/a

2019

Feb 6, 2020

$282M

$273M

n/a

2018

Feb 27, 2019

$244M

$234M

n/a

2017

Mar 15, 2018

$245M

$235M

n/a

2016

Mar 21, 2017

$185M

$177M

n/a

2015

Mar 1, 2016

$160M

$75.1M

n/a

2014

Jan 19, 2015

$103M

$101M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$559M

$468M

19.5%

$319M

20.6%