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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

VERUS FINANCIAL PARTNERS

VERUS FINANCIAL PARTNERS, INC., CRD 106744

RICHMOND, VA

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:335f11d9-6870-d7b3-eeb5-1b3ce7c34308

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 4
On other graphs: 0
Observed: Mar 26, 2012 to May 18, 2026
42 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $98.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,935
Individual clients: 371
High net worth clients: 265
Custody, client assets: $290M
SEC number: 801-41983
CIK: 1481714
CRD: 106744
Filings on the tape: 42
First filed: Mar 26, 2012
Latest filed: May 18, 2026
Organised: Corporation, VA

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
DAVID ALEXANDER KOZLOWSKI	Certified Financial Planner	RICHMOND, VA	29	32	n/a	no
JULIE ANNE WAITMAN	n/a	RICHMOND, VA	28	32	n/a	no
EDWARD L HOPPE	Certified Financial Planner\|Personal Financial Specialist	RICHMOND, VA	21	14	n/a	no
WILLIAM JAMES LAGOS	Certified Financial Planner\|Chartered Financial Consultant	RICHMOND, VA	20	20	n/a	no
BRIAN JAMES WELCH	Certified Financial Planner	RICHMOND, VA	18	18	n/a	no
Kristin Alexandra Lindsay	Certified Financial Planner	RICHMOND, VA	5	12	n/a	no
Sloan R Chittenden	Certified Financial Planner	RICHMOND, VA	4	10	n/a	no
Lindsey Kozlowski Hadfield	n/a	RICHMOND, VA \| Bremerton, WA	3	14	n/a	no
Tyler L. Snow	n/a	RICHMOND, VA	3	11	n/a	no
JACOB R FRAM	Certified Financial Planner	RICHMOND, VA	3	19	n/a	no
David W Butler	n/a	RICHMOND, VA	1	10	n/a	no
Noelle E Moser	n/a	RICHMOND, VA	0	11	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
HOPPE, EDWARD, L	SR. VICE PRESIDENT	C	yes	07/2006	May 18, 2026	May 18, 2026
KOZLOWSKI, DAVID, ALEXANDER	President	C	yes	01/2010	May 18, 2026	May 18, 2026
LAGOS, WILLIAM, JAMES	SR. VICE PRESIDENT	C	yes	06/2015	May 18, 2026	May 18, 2026
WAITMAN, JULIE, ANNE	SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	yes	01/2010	May 18, 2026	May 18, 2026
WELCH, BRIAN, JAMES	VICE PRESIDENT	Na	no	07/2024	May 18, 2026	May 18, 2026

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$1.2B	$1.2B	21	12	1	n/a	n/a
2024	Mar 27, 2025	$1.0B	$1.0B	21	12	1	n/a	n/a
2023	Mar 25, 2024	$921M	$921M	20	11	1	n/a	n/a
2022	Mar 14, 2023	$837M	$837M	17	10	0	n/a	n/a
2021	Feb 8, 2022	$983M	$983M	18	11	1	n/a	n/a
2020	Mar 31, 2021	$855M	$855M	17	11	1	n/a	n/a
2019	Feb 21, 2020	$778M	$778M	16	9	1	n/a	n/a
2018	Mar 11, 2019	$656M	$656M	17	10	1	n/a	n/a
2017	Mar 12, 2018	$706M	$706M	17	10	1	n/a	n/a
2016	Feb 1, 2017	$605M	$605M	15	13	n/a	n/a	n/a
2015	Feb 23, 2016	$558M	$558M	15	13	n/a	n/a	n/a
2014	Mar 16, 2015	$514M	$514M	14	13	n/a	n/a	n/a
2013	Mar 18, 2014	$470M	$470M	17	15	n/a	n/a	n/a
2012	Mar 28, 2013	$398M	$398M	14	11	n/a	n/a	n/a
2011	Mar 26, 2012	$347M	$347M	n/a	n/a	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	0	0	0.0%	0	0	0	0	2

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	$1.2B	$1.0B	17.7%	$837M	12.2%	21	21	1	1

Relationships

Registered with (26)

← Noelle E MoserAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← David W ButlerAdvisorregistration: current employment
Feb 21, 2025 to presentfactForm ADV
← JACOB R FRAMAdvisorregistration: current employment
Sep 8, 2023 to presentfactForm ADV
← Tyler L. SnowAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← Lindsey Kozlowski HadfieldAdvisorregistration: current employment
Dec 13, 2022 to presentfactForm ADV
← Sloan R ChittendenAdvisorregistration: current employment
Jun 24, 2022 to presentfactForm ADV
← Kristin Alexandra LindsayAdvisorregistration: current employment
Nov 11, 2020 to presentfactForm ADV
← BRIAN JAMES WELCHAdvisorregistration: current employment
Feb 18, 2008 to presentfactForm ADV
← WILLIAM JAMES LAGOSAdvisorregistration: current employment
Aug 23, 2006 to presentfactForm ADV
← EDWARD L HOPPEAdvisorregistration: current employment
Oct 4, 2004 to presentfactForm ADV
← JULIE ANNE WAITMANAdvisorregistration: current employment
Mar 23, 1998 to presentfactForm ADV
← DAVID ALEXANDER KOZLOWSKIAdvisorregistration: current employment
Mar 17, 1997 to presentfactForm ADV
← MICHELLE ORELLANAAdvisorregistration: previous registration
Sep 25, 2018 to Feb 29, 2024factForm ADV
← JUSTIN A CASONAdvisorregistration: previous registration
Feb 1, 2023 to Nov 6, 2023factForm ADV
← J MICHAEL ALBANOAdvisorregistration: previous registration
Aug 15, 1996 to Sep 28, 2022factForm ADV
← Alexander Werner DammAdvisorregistration: previous registration
Nov 20, 2020 to Jun 23, 2022factForm ADV
← BENJAMIN EDWARD RAIKESAdvisorregistration: previous registration
Nov 2, 2015 to Dec 21, 2021factForm ADV
← MICHAEL TODD POWERSAdvisorregistration: previous registration
Jul 15, 2014 to May 3, 2021factForm ADV
← THOMAS FARRINGTON BLACKBURNAdvisorregistration: previous registration
Dec 19, 2012 to Aug 6, 2019factForm ADV
← Amanda Kathryn AnsellAdvisorregistration: previous registration
Jun 29, 2018 to Nov 6, 2018factForm ADV
← JOSEPH C THOMPSONAdvisorregistration: previous registration
Sep 15, 2016 to May 31, 2017factForm ADV
← CLIFTON L RUTHERFORDAdvisorregistration: previous registration
Nov 2, 2007 to Sep 2, 2014factForm ADV
← BRIAN PETER DAVETAdvisorregistration: previous registration
Jan 28, 2011 to Sep 2, 2014factForm ADV
← PHILIP JAMES WALLINAdvisorregistration: previous registration
Jul 30, 2013 to Apr 14, 2014factForm ADV
← KATE CARDILLO BROWNAdvisorregistration: previous registration
Feb 8, 2008 to Aug 31, 2009factForm ADV
← MICHAEL GREGORY ROEDERAdvisorregistration: previous registration
Apr 20, 2005 to Mar 10, 2009factForm ADV

Controls (4)

← KOZLOWSKI, DAVID, ALEXANDEROwnerPRESIDENT, ownership code C, individual
Mar 26, 2012 to Dec 3, 2024factForm ADV
← WAITMAN, JULIE, ANNEOwnerSR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 26, 2012 to Dec 3, 2024factForm ADV
← HOPPE, EDWARD, LOwnerSR. VICE PRESIDENT, ownership code C, individual
Mar 26, 2012 to Dec 3, 2024factForm ADV
← LAGOS, WILLIAM, JAMESOwnerSR. VICE PRESIDENT, ownership code B, individual
May 1, 2012 to Dec 3, 2024factForm ADV

Dated events

Occurred
Feb 29, 2024
Advisor changed firm
Michelle Orellana left Verus Financial Partners for Spark Financial Advisors (registered 2024-03-18)
Form ADVobserved 6 days ago
Occurred
Nov 6, 2023
Advisor changed firm
Justin A Cason left Verus Financial Partners for Cg Advisory Services (registered 2023-12-06)
Form ADVobserved 6 days ago
Occurred
Sep 28, 2022
Advisor changed firm
J Michael Albano left Verus Financial Partners for Raymond James Financial Services Advisors, Inc (registered 2022-09-29)
Form ADVobserved 6 days ago
Occurred
Jun 23, 2022
Advisor changed firm
Alexander Werner Damm left Verus Financial Partners for Ameriprise Financial Services, Llc (registered 2022-11-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:335f11d9-6870-d7b3-eeb5-1b3ce7c34308
First observed: Mar 26, 2012
Last observed: May 18, 2026 4 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.

VERUS FINANCIAL PARTNERS

VERUS FINANCIAL PARTNERS, INC., CRD 106744

RICHMOND, VA

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:335f11d9-6870-d7b3-eeb5-1b3ce7c34308

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID ALEXANDER KOZLOWSKI

Certified Financial Planner

RICHMOND, VA

n/a

JULIE ANNE WAITMAN

n/a

RICHMOND, VA

n/a

EDWARD L HOPPE

Certified Financial Planner|Personal Financial Specialist

RICHMOND, VA

n/a

WILLIAM JAMES LAGOS

Certified Financial Planner|Chartered Financial Consultant

RICHMOND, VA

n/a

BRIAN JAMES WELCH

Certified Financial Planner

RICHMOND, VA

n/a

Kristin Alexandra Lindsay

Certified Financial Planner

RICHMOND, VA

n/a

Sloan R Chittenden

Certified Financial Planner

RICHMOND, VA

n/a

Lindsey Kozlowski Hadfield

n/a

RICHMOND, VA | Bremerton, WA

n/a

Tyler L. Snow

n/a

RICHMOND, VA

n/a

JACOB R FRAM

Certified Financial Planner

RICHMOND, VA

n/a

David W Butler

n/a

RICHMOND, VA

n/a

Noelle E Moser

n/a

RICHMOND, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOPPE, EDWARD, L

SR. VICE PRESIDENT

yes

07/2006

May 18, 2026

KOZLOWSKI, DAVID, ALEXANDER

President

yes

01/2010

May 18, 2026

LAGOS, WILLIAM, JAMES

SR. VICE PRESIDENT

yes

06/2015

May 18, 2026

WAITMAN, JULIE, ANNE

SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

01/2010

May 18, 2026

WELCH, BRIAN, JAMES

VICE PRESIDENT

07/2024

May 18, 2026

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$1.2B

n/a

2024

Mar 27, 2025

$1.0B

n/a

2023

Mar 25, 2024

$921M

n/a

2022

Mar 14, 2023

$837M

n/a

2021

Feb 8, 2022

$983M

n/a

2020

Mar 31, 2021

$855M

n/a

2019

Feb 21, 2020

$778M

n/a

2018

Mar 11, 2019

$656M

n/a

2017

Mar 12, 2018

$706M

n/a

2016

Feb 1, 2017

$605M

n/a

2015

Feb 23, 2016

$558M

n/a

2014

Mar 16, 2015

$514M

n/a

2013

Mar 18, 2014

$470M

n/a

2012

Mar 28, 2013

$398M

n/a

2011

Mar 26, 2012

$347M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.0B

17.7%

$837M

12.2%