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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Narus Financial Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Narus Financial Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Narus Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Narus Financial Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Narus Financial Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Narus Financial Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Narus Financial Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Narus Financial Partners?","answer":"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. 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