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 Financial Group
Legal name Verus Capital Ventures, Inc.
Latest filing Sep 8, 2026
First filing on the tape Mar 11, 2024 · 11 filings
SEC status approved since Apr 11, 2024
RAUM
$159M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
99%
$157M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$39.7M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$159M as of Mar 5, 2026
Mar 5, 2025$130M then
HNW client RAUM$88.7M as of Mar 5, 2026
Mar 5, 2025$71.8M then
State-registered IARs (5.B.3)4 as of Mar 5, 2026
Mar 5, 20254 then
Employees (5.A)8 as of Mar 5, 2026
Mar 5, 20258 then
Private funds: no history
RAUM +22% over the last fiscal yearIARs 4 to 4offices 1 to 2
Practice profile
derived from the filing of Sep 8, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $39.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 97derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $210,993derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -18%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- 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)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$88.7M56%
- Individuals$68.1M43%
- Pension and profit-sharing plans$1.8M1.2%
- Individual clients
- 349reported
- HNW clients
- 38reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 752reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Minh Duc Vo | Sugar Land, Tx | Oct 9, 2021 | 20 y | 2 |
| Brett Anthony Cristiano | Sugar Land, Tx | Jan 20, 2023 | 13 y | 1 |
| Anthony R Daoheuang | Sugar Land, Tx | Apr 26, 2023 | 11 y | 0 |
| Elizabeth V Soto-DelgadilloCertified Financial Planner | Bellaire, Tx | Nov 30, 2023 | 39 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Elizabeth V Soto-Delgadillo from Independent Financial PartnersNov 30, 2023 · Affiliated broker-dealer or bank to independent RIA
- Brett Anthony Cristiano from MML Investors Services, LLCJan 20, 2023 · Affiliated broker-dealer or bank to independent RIA
- Minh Duc Vo from Cambridge Investment Research Advisors, Inc.Oct 9, 2021 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Duc Minh Vo · President & Chief Compliance Officercontrolsince 08/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Sugar Land, Tx · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Bellaire, TX1 employees
What changed
consecutive filings, newest first
- Financial planning clients · 0 to 0Mar 5, 2026 to Sep 8, 2026
- Succession · false to unsetMar 5, 2026 to Sep 8, 2026
- Accounts · 640 to 752Sep 4, 2025 to Mar 5, 2026
- Charity clients · 2 to 0Sep 4, 2025 to Mar 5, 2026
- HNW clients · 37 to 38Sep 4, 2025 to Mar 5, 2026
- Individual clients · 436 to 349Sep 4, 2025 to Mar 5, 2026
- Financial planning clients · 1-10 to 0Sep 4, 2025 to Mar 5, 2026
- Other offices · 1 to 2Sep 4, 2025 to Mar 5, 2026
- Discretionary RAUM · $123M to $151MSep 4, 2025 to Mar 5, 2026
- HNW RAUM · $71.8M to $88.7MSep 4, 2025 to Mar 5, 2026
- Individual RAUM · $56.7M to $68.1MSep 4, 2025 to Mar 5, 2026
- Non-discretionary RAUM · $6.6M to $7.9MSep 4, 2025 to Mar 5, 2026
- Pension RAUM · $1.2M to $1.8MSep 4, 2025 to Mar 5, 2026
- RAUM · $130M to $159MSep 4, 2025 to Mar 5, 2026
- Financial planning clients · 1-10 to 1-10Mar 5, 2025 to Jun 30, 2025
- HQ city · HOUSTON to SUGAR LANDMar 5, 2025 to Jun 30, 2025
- Accounts · 599 to 640Nov 13, 2024 to Mar 5, 2025
- Charity clients · 1 to 2Nov 13, 2024 to Mar 5, 2025
- HNW clients · 28 to 37Nov 13, 2024 to Mar 5, 2025
- Individual clients · 421 to 436Nov 13, 2024 to Mar 5, 2025
- Pension plan clients · 5 to 1Nov 13, 2024 to Mar 5, 2025
- Financial planning clients · 26-50 to 1-10Nov 13, 2024 to Mar 5, 2025
- Discretionary RAUM · $96.0M to $123MNov 13, 2024 to Mar 5, 2025
- HNW RAUM · $47.6M to $71.8MNov 13, 2024 to Mar 5, 2025
- Individual RAUM · $47.4M to $56.7MNov 13, 2024 to Mar 5, 2025
- Non-discretionary RAUM · $4.7M to $6.6MNov 13, 2024 to Mar 5, 2025
- Pension RAUM · $5.3M to $1.2MNov 13, 2024 to Mar 5, 2025
- RAUM · $101M to $130MNov 13, 2024 to Mar 5, 2025
- Other offices · 2 to 1Aug 7, 2024 to Nov 6, 2024
- Advisory employees · 5 to 4May 6, 2024 to May 30, 2024
- Employees · 9 to 8May 6, 2024 to May 30, 2024
- State-registered IARs · 5 to 4May 6, 2024 to May 30, 2024
Signals
1 dated events
- Verus Financial Group filed its initial SEC registration (Form ADV)Mar 11, 2024 · 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
- 713-909-3188reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/verus-financial-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- verusfinancial.netreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-909-3188reportedpublic record, Form ADV, Sep 8, 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
- $39.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026