Narus Financial Partners provides financial planning, portfolio management for individuals and small businesses, and education planning. Financial planning was provided to 101–250 clients last fiscal year.
Narus Financial Partners reports 208 clients. They include 134 individual clients, 69 high-net-worth individuals and 4 charitable organizations. Of its assets, 97.5% ($545M across 563 accounts) are managed with discretion; $14.1M across 11 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 10% |
| High-net-worth individuals | 33% | 80% |
| Charitable organizations | 2% | 6% |
| Corporations and other businesses | <1% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 134 | $55.4M | 9.9% | $414K |
| High-net-worth individuals | 69 | $446M | 79.8% | $6.47M |
| Charitable organizations | Fewer than 5 | $31.8M | 5.7% | $7.96M |
| Corporations and other businesses | Fewer than 5 | $25.5M | 4.6% | $25.5M |
| Total | 208 | $559M | 100% | — |
- Clients
- 134
- Regulatory AUM
- $55.4M
- AUM share
- 9.9%
- Avg. per client
- $414K
- Clients
- 69
- Regulatory AUM
- $446M
- AUM share
- 79.8%
- Avg. per client
- $6.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $31.8M
- AUM share
- 5.7%
- Avg. per client
- $7.96M
- Clients
- Fewer than 5
- Regulatory AUM
- $25.5M
- AUM share
- 4.6%
- Avg. per client
- $25.5M
Total
- Clients
- 208
- Regulatory AUM
- $559M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Narus Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Hourly at $200 an hour, or a fixed fee generally from $1,500 to $10,000, negotiable.
Jared Stubbs owns 25% to 50% of Narus Financial Partners. The leadership team of Narus Financial Partners includes President Jared Stubbs, Chief Investment Officer Trent Bowers and Chief Compliance Officer Sara Gunn-Schinker. It has 7 employees, 6 of them in advisory roles.
Leadership
- Jared StubbsMember and President
- Sara Gunn-SchinkerChief Compliance Officer
- Trent BowersMember and Chief Investment Strategist
- Michael RobinsonMember
- Curtis LambMember
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Narus Financial Partners, LLC
Jared Stubbs
Control person · since October 2014
- Owns 25% to 50% of Narus Financial Partners, LLC
Trent Bowers
Control person · since October 2014
- Owns 25% to 50% of Narus Financial Partners, LLC
Michael Robinson
Control person · since October 2014
- Owns 25% to 50% of Narus Financial Partners, LLC
Curtis Lamb
Control person · since October 2014
Narus Financial Partners’ regulatory assets grew 1.7× from $332M (February 2021) to $559M (October 2026); clients rose from 142 to 208 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| October 2026 | $559M | 208 | 7 | 3 |
| March 2025 | $468M | 197 | 7 | 3 |
| April 2024 | $379M | 183 | 8 | 3 |
| March 2023 | $319M | 178 | 7 | 3 |
| July 2022 | $357M | 158 | 7 | 4 |
| February 2021 | $332M | 142 | 7 | 4 |
Besides its headquarters, Narus Financial Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in Utah.
Utah · 1 listed address
- 1245 E. Brickyard Road, Suite 160, Salt Lake CityHQ
Contact and registration details
- Legal name
- Narus Financial Partners, LLC
- Headquarters
- 1245 E. Brickyard Road, Suite 160, Salt Lake City, UT 84106
- Website
- narusfinancial.com
- Phone
- 866-534-0530
- SEC file
- 801-80500
- Structure
- Delaware LLC
- Fiscal year end
- December
Narus Financial Partners uses Fidelity ($556M) as custodian for its separately managed accounts. Narus Financial Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $556M100%
At year end, Narus Financial Partners’ separately managed accounts were largely in funds (47%) and stocks (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $389M across 177 positions; the largest are Walmart Inc. (38.9%), Select Sector SPDR TR (3.4%) and SPDR Gold TR (3.0%).
What the accounts hold
- Stocks39%
- Funds47%
- Registered funds45%
- Pooled vehicles2%
- Bonds10%
- Cash4%
Reported 13F holdings
- $389M
- Reported 13F value
- 177
- Positions
- 56.4%
- In the 10 largest
- +2.0%
- Value vs. prior quarter
- Walmart Inc.38.9%
- Select Sector SPDR TR · ST Str Techn ETF3.4%
- SPDR Gold TR · Gold Shs3.0%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.2%
- Nvidia Corporation2.0%
- Vanguard Index Fds · Mid Cap ETF1.6%
- Invesco Exch Traded FD TR II · S&P Smlcp Info1.4%
- Vanguard Index Fds · Total Stk Mkt1.3%
- Apple Inc.1.3%
- iShares TR · Eafe Value ETF1.2%
Together, the ten largest are 56.4% of reported value.
How many clients does Narus Financial Partners have?
Narus Financial Partners has 208 clients and manages $559 million for them, as of October 2026. They include 134 individual clients, 69 high-net-worth individuals and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Narus Financial Partners offer?
Narus Financial Partners provides financial planning, portfolio management for individuals and small businesses, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Narus Financial Partners use?
Narus Financial Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $556M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Narus Financial Partners have?
Narus Financial Partners has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Narus Financial Partners invest in?
At the end of its last fiscal year, Narus Financial Partners’ separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 39% exchange-traded equities, 10% state and local bonds, 4% cash and equivalents and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Narus Financial Partners?
Narus Financial Partners’ direct owners are Jared Stubbs, Trent Bowers, Michael Robinson and Curtis Lamb, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Narus Financial Partners get paid?
Narus Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Narus Financial Partners registered with the SEC?
Yes, Narus Financial Partners has been registered with the SEC as an investment adviser since 27 October 2014. Its CRD number is 173534 and its SEC file number is 801-80500.
Source: Form ADV Part 1A, Item 1, filed 1 October 2026; IAPD firm record
How do I contact Narus Financial Partners?
Narus Financial Partners’ main office is at 1245 E. Brickyard Road, Suite 160, Salt Lake City, UT 84106. Its phone number is 866-534-0530. Its website is narusfinancial.com.