DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Verus Capital Partners, LLC

Independent wealth managerScottsdale, ArizonaCRD 151568SEC 801-78989websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Jun 18, 2012 · 97 filings
SEC status approved since Jan 2, 2014
RAUM
$2.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$2.1B individuals and HNW
Advisors
47
registered through the firm on IAPD
RAUM per advisor
$48.7M
derived; firm RAUM over IAPD count
Employees
68
45 advisory (5.B.1)
Offices
31
beyond the principal office
Private funds
0
reported on Schedule D
History
97 filings and snapshots on the tape
RAUM$2.3B as of Mar 31, 2026
Jun 18, 2012$58.4M then
HNW client RAUM$1.0B as of Mar 31, 2026
Mar 31, 2018$119M then
State-registered IARs (5.B.3)44 as of Mar 31, 2026
Jan 16, 201523 then
Employees (5.A)68 as of Mar 31, 2026
Jan 16, 201523 then
Private funds: no history
RAUM +11% over the last fiscal year+34% a year over threeIARs 38 to 44offices 27 to 31
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
RAUM per advisor
$48.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
108derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.4MderivedHNW RAUM over HNW clients
Average account
$314,286derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
8.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
1.5derived32 offices incl. principal (1.F.5)
RAUM growth, one year
+11%derivedbetween the last two annual amendments
Advisor growth, one year
+16%derivedItem 5.B.3 between annual amendments
Client growth, one year
+33%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
Custody
$38.8M, 2,045 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.0B45%
  • Individuals$1.0B45%
  • Pension and profit-sharing plans$194M8.4%
  • Corporations and businesses$16.1M0.7%
  • Charitable organizations$5.3M0.2%
Individual clients
4,660reported
HNW clients
426reported
Pension plan clients
482reported
Charitable clients
17reported
Accounts
7,289reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$38.8M for 2,045 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=33.0derived
Advisors registered through the firm
47 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Christopher William OxenhamChartered Financial ConsultantGlenlg, MdNov 15, 201118 y2
Frank Joseph StockScottsdale, AzJan 1, 201531 y2
Fred Andrew GoodmanChandler, AzJan 1, 201533 y1
Marty Kenneth BlockScottsdale, AzJan 1, 201514 y2
Jeffrey Frederick GeiserScottsdale, AzJan 1, 201536 y1
Mark Edward TangScottsdale, AzJan 1, 201518 y3
Stephen Dale BullScottsdale, AzJan 1, 201533 y3
Zachary Taylor MasonScottsdale, AzJan 1, 201515 y1
Robyn L KreuerScottsdale, AzJan 1, 201514 y2
Karen Denise LongoScottsdale, AzJan 1, 201528 y2
Colleen Mary OshaughnessyScottsdale, Az Jan 8, 201527 y2
Norris William DavisLittleton, Co Jan 13, 201726 y4
Kevin Scott PhillipsScottsdale, Az Feb 6, 201738 y3
Michael Anthony PhillipsCertified Financial PlannerPhoenix, Az Feb 9, 201715 y2
Satenik NshanyanNorthridge, CaMay 23, 201724 y1
Connor Tabeling FlachGlenelg, MdAug 29, 201813 y0
John Griffith GlaudelPhoenix, Az Feb 10, 202016 y0
Thomas Patrick CarrollVentura, Ca Feb 17, 202130 y4
Grant StarkeySan Marcos, CaJun 1, 202113 y1
Hal Arthur BurnsOntario, Ca Jun 3, 202114 y1
Caleb TsangPasadena, CaJul 6, 202117 y2
Yueh-Hwa LeeCertified Financial PlannerPasadena, CaAug 3, 202113 y2
Amon Ainsley HolcombOcean Springs, MsAug 13, 202125 y1
Steven Russell DeangelisGilbert, AzOct 15, 202141 y1
Michelle Poe FulcherSouth Boston, VaMar 8, 202216 y1
George NshanyanCertified Financial PlannerScottsdale, AzFeb 3, 202323 y5
Nickolas Eli WannCertified Financial Planner, Personal Financial SpecialistPoteau, Ok Oct 11, 202320 y0
David Lee DeffinbaughScottsdale, Az Jan 4, 202429 y5
Levi ChuculateScottsdale, Az Jan 1, 202510 y1
Luis Emilio CabutoCertified Financial PlannerScottsdale, Az Jan 1, 202515 y1
Scott Anthony HolderScottsdale, Az Jan 24, 202510 y0
Robert Samuel ObersteinPersonal Financial SpecialistEncino, CaJan 31, 202524 y3
Donald Peter GaskellChartered Financial ConsultantMarlborough, Ma Feb 13, 202543 y1
Terry Wayne RogersScottsdale, Az Feb 24, 202521 y0
Angela Jill KnottCertified Financial PlannerScottsdale, AzApr 7, 202532 y1
Michael Wayne AndrewsPoteau, Ok Jun 2, 202517 y0
Eric R CortezHermosa Beach, CaSep 10, 202531 y4
Jason Benjamin DowScottsdale, Az Sep 20, 202529 y3
Denny Wayne RudolphSpring Hill, Tn Oct 15, 202521 y3
Teresa M. SimmonsFayetteville, Tn Oct 15, 202521 y1
All 47 advisors at Verus Capital Partners, LLC
Advisor movement
1 left, 9 joined in 12 months
net +8 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 2.1% of current headcount4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Dale Stephen Bull · Senior Partner And Chief Compliance Officercontrol
    since 09/2009 · owns less than 5%
  • Taylor Zachary Mason · Managing Partnercontrol
    since 10/2020 · owns less than 5%
  • Dale Stephen Bull · Membercontrol
    since 01/2022 · owns 50% to 75% of Squirm Steel LLC
  • Taylor Zachary Mason · Membercontrol
    since 01/2022 · owns 50% to 75% of Mason Capital LLC
  • Rachelle Kristin Snyder · Membercontrol
    since 01/2022 · owns 50% to 75% of Mason Capital LLC
Entity owners
  • One Sz, LLC · Member
    direct · owns 75% or more
  • Mason Capital LLC · Member
    indirect · owns 50% to 75% of One Sz, LLC
  • Squirm Steel LLC · Member
    indirect · owns 50% to 75% of One Sz, LLC
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Scottsdale, Az · principal34100
Ventura, Ca310
Madison, Al330
Phoenix, Az300
Poteau, Ok300
Fayetteville, Tn220
Huntsville, Al210
Pasadena, Ca200
Show Low, Az000
Jenkiktown, Pa001
Offices
Schedule D 1.F, the 25 largest
  • Phoenix, AZ3 employees
  • Pasadena, CA2 employees
  • Poteau, OK2 employees
  • Northridge, CA2 employees
  • Ocean Springs, MS2 employees
  • Scottsdale, AZ2 employees
  • South Boston, VA2 employees
  • Ventura, CA2 employees
  • Ontario, CA2 employees
  • Glenelg, MD2 employees
  • Scotsdale, AZ1 employees
  • Chandler, AZ1 employees
  • , 1 employees
  • Encino, CA1 employees
  • Escondido, CA1 employees
  • Gilbert, AZ1 employees
  • Great Falls, MT1 employees
  • Hermosa Beach, CA1 employees
  • Littleton, CO1 employees
  • Marlborough, MA1 employees
  • Oceanside, CA1 employees
  • San Diego, CA1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
  • control person changedChange between filings · filing Mar 31, 2026
    Snyder, Kristin, Rachelle (MEMBER) left Schedule A between the filings of 2023-05-09 and 2026-03-31
    peers: independent wealth managers, $1B to $5B (1,362)
  • HNW share shiftChange between filings · filing Mar 31, 2026
    HNW share of RAUM moved from 67.0% to 45.0% between the annual amendments of 2025-04-23 and 2026-03-31
    peers: independent wealth managers, $1B to $5B (1,362)
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 5,392 to 7,289
    Nov 25, 2025 to Mar 31, 2026
  • Advisory employees · 38 to 45
    Nov 25, 2025 to Mar 31, 2026
  • BD registered reps · 28 to 33
    Nov 25, 2025 to Mar 31, 2026
  • Charity clients · 11 to 17
    Nov 25, 2025 to Mar 31, 2026
  • Corporate clients · 32 to 57
    Nov 25, 2025 to Mar 31, 2026
  • HNW clients · 684 to 426
    Nov 25, 2025 to Mar 31, 2026
  • Individual clients · 3,152 to 4,660
    Nov 25, 2025 to Mar 31, 2026
  • Pension plan clients · 161 to 482
    Nov 25, 2025 to Mar 31, 2026
  • Assets in custody · $867M to $38.8M
    Nov 25, 2025 to Mar 31, 2026
  • Employees · 49 to 68
    Nov 25, 2025 to Mar 31, 2026
  • Financial planning clients · 1-10 to 0
    Nov 25, 2025 to Mar 31, 2026
  • State-registered IARs · 38 to 44
    Nov 25, 2025 to Mar 31, 2026
  • Other offices · 27 to 31
    Nov 25, 2025 to Mar 31, 2026
  • Discretionary RAUM · $2.1B to $2.3B
    Nov 25, 2025 to Mar 31, 2026
  • HNW RAUM · $1.4B to $1.0B
    Nov 25, 2025 to Mar 31, 2026
  • Individual RAUM · $524M to $1.0B
    Nov 25, 2025 to Mar 31, 2026
  • Pension RAUM · $148M to $194M
    Nov 25, 2025 to Mar 31, 2026
  • RAUM · $2.1B to $2.3B
    Nov 25, 2025 to Mar 31, 2026
  • Financial planning clients · 1-10 to 1-10
    Apr 23, 2025 to Jun 16, 2025
  • Accounts · 6,591 to 5,392
    Feb 24, 2025 to Apr 23, 2025
  • Advisory employees · 46 to 38
    Feb 24, 2025 to Apr 23, 2025
  • BD registered reps · 35 to 28
    Feb 24, 2025 to Apr 23, 2025
  • Charity clients · 17 to 11
    Feb 24, 2025 to Apr 23, 2025
  • HNW clients · 1,839 to 684
    Feb 24, 2025 to Apr 23, 2025
  • Individual clients · 2,615 to 3,152
    Feb 24, 2025 to Apr 23, 2025
  • Assets in custody · $27.2M to $867M
    Feb 24, 2025 to Apr 23, 2025
  • State-registered IARs · 43 to 38
    Feb 24, 2025 to Apr 23, 2025
  • Other offices · 25 to 27
    Feb 24, 2025 to Apr 23, 2025
  • Discretionary RAUM · $1.6B to $2.1B
    Feb 24, 2025 to Apr 23, 2025
  • HNW RAUM · $1.3B to $1.4B
    Feb 24, 2025 to Apr 23, 2025
  • Individual RAUM · $162M to $524M
    Feb 24, 2025 to Apr 23, 2025
  • Pension RAUM · $122M to $148M
    Feb 24, 2025 to Apr 23, 2025
  • RAUM · $1.6B to $2.1B
    Feb 24, 2025 to Apr 23, 2025
  • Accounts · 4,226 to 6,591
    May 9, 2023 to Mar 27, 2024
  • Advisory employees · 44 to 46
    May 9, 2023 to Mar 27, 2024
  • BD registered reps · 33 to 35
    May 9, 2023 to Mar 27, 2024
  • Charity clients · 12 to 17
    May 9, 2023 to Mar 27, 2024
  • Corporate clients · 33 to 32
    May 9, 2023 to Mar 27, 2024
  • HNW clients · 207 to 1,839
    May 9, 2023 to Mar 27, 2024
  • Individual clients · 3,909 to 2,615
    May 9, 2023 to Mar 27, 2024
Signals
18 dated events
  • Donald Edward Jones left Verus Capital Partners, Llc for Comprehensive Investment Management, Llc (registered 2026-01-11)
    Dec 24, 2025 · Advisor changed firm · fact
  • 2 advisors left Heritage Wealth Management, LLC (Fayetteville, TN) for Verus Capital Partners, LLC on the same day
    Oct 24, 2025 · Team lift-out · derived
  • Lifecourse Capital, Inc.'s advisors moved to Verus Capital Partners, LLC (Madison, AL): 4 of 4 registered, on the same day
    Oct 22, 2025 · Firm absorbed (people side) · derived
  • Phil Mcnulty left Verus Capital Partners, Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-07-16)
    Jul 17, 2025 · Advisor changed firm · fact
  • Verus Capital Partners, Llc reported RAUM $2.1B, up 32% from $1.6B (2025-02-24 to 2025-04-23)
    Apr 23, 2025 · RAUM change · derived
  • Hilary Suzanne Jones Rojo left Verus Capital Partners, Llc for Cetera Investment Advisers Llc (registered 2024-12-06)
    Jan 10, 2025 · Advisor changed firm · fact
  • Verus Capital Partners, Llc reported RAUM $1.6B, up 65% from $948.2M (2023-05-09 to 2024-03-27)
    Mar 27, 2024 · RAUM change · derived
  • Brian Eugene Leonard left Verus Capital Partners, Llc for Encompass More Asset Management Llc (registered 2024-01-02)
    Dec 18, 2023 · Advisor changed firm · fact
  • Rachelle Kristin Snyder (Member) appeared on Schedule A of Verus Capital Partners, Llc
    May 9, 2023 · Control person joined · fact
  • Taylor Zachary Mason (Member) appeared on Schedule A of Verus Capital Partners, Llc
    May 9, 2023 · Control person joined · fact
  • Daniel Gardner Converse left Verus Capital Partners, Llc for Benchmark Advisory Services, Llc (registered 2021-11-23)
    Jan 10, 2023 · Advisor changed firm · fact
  • Verus Capital Partners, Llc reported 42 state-registered advisory representatives, up from 28 (2022-02-15 to 2022-03-31)
    Mar 31, 2022 · Advisor headcount change · derived
  • Verus Capital Partners, Llc reported RAUM $1.2B, up 55% from $790.8M (2022-02-15 to 2022-03-31)
    Mar 31, 2022 · RAUM change · derived
  • Verus Capital Partners, Llc reported 25 offices beyond its principal office, up from 13 (2022-02-15 to 2022-03-31)
    Mar 31, 2022 · Office count change · derived
  • Verus Capital Partners, Llc reported 14 offices beyond its principal office, down from 26 (2021-06-14 to 2021-07-05)
    Jul 5, 2021 · Office count change · derived
  • Verus Capital Partners, Llc reported RAUM $640.5M, up 36% from $470.1M (2020-04-15 to 2020-05-18)
    May 18, 2020 · RAUM change · derived
  • Verus Capital Partners, Llc reported RAUM $392.7M, up 35% from $291.5M (2017-08-01 to 2018-03-31)
    Mar 31, 2018 · RAUM change · derived
  • Verus Capital Partners, Llc filed its initial SEC registration (Form ADV)
    Dec 18, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
480-990-3719reportedpublished by the firm, firm site, Sep 15, 2026
Business phone
619-282-7688reportedpublished by the firm, firm site, Sep 15, 2026
Website
VERUSCAPITALPARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
480-990-3719reportedpublic record, Form ADV, Mar 31, 2026
Contact form
veruscapitalpartners.com/contact-us-readyreportedpublished by the firm, firm site, Sep 15, 2026
Team page
veruscapitalpartners.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$48.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026