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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$159MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$151M

Private client RAUM

$157MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$39.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

752

Individual clients

349

High net worth clients

38

SEC number

801-129875

CRD

315153

Filings on the tape

11

First filed

Mar 11, 2024

Latest filed

Sep 8, 2026

Organised

Corporation, TX

• Occurred

  Mar 11, 2024
  First Form ADV filing

  Verus Financial Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:569cf925-d8b2-5123-8ea6-9facf7d77db9

First observed

Mar 11, 2024

Last observed

Sep 8, 2026 10 days 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.