Verus Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Verus Capital Partners reports 5,642 clients. They include 4,660 individual clients, 482 pension and profit-sharing plans, and 426 high-net-worth individuals. Of its assets, 100.0% ($2.29B across 7,289 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 45% |
| High-net-worth individuals | 8% | 45% |
| Pension and profit-sharing plans | 9% | 8% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4,660 | $1.03B | 45.2% | $222K |
| High-net-worth individuals | 426 | $1.04B | 45.5% | $2.45M |
| Pension and profit-sharing plans | 482 | $194M | 8.4% | $401K |
| Charitable organizations | 17 | $5.31M | 0.2% | $312K |
| Corporations and other businesses | 57 | $16.1M | 0.7% | $282K |
| Total | 5,642 | $2.29B | 100% | $406K |
- Clients
- 4,660
- Regulatory AUM
- $1.03B
- AUM share
- 45.2%
- Avg. per client
- $222K
- Clients
- 426
- Regulatory AUM
- $1.04B
- AUM share
- 45.5%
- Avg. per client
- $2.45M
- Clients
- 482
- Regulatory AUM
- $194M
- AUM share
- 8.4%
- Avg. per client
- $401K
- Clients
- 17
- Regulatory AUM
- $5.31M
- AUM share
- 0.2%
- Avg. per client
- $312K
- Clients
- 57
- Regulatory AUM
- $16.1M
- AUM share
- 0.7%
- Avg. per client
- $282K
Total
- Clients
- 5,642
- Regulatory AUM
- $2.29B
- AUM share
- 100%
- Avg. per client
- $406K
- 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
- 0
Verus Capital Partners charges 2.00%–2.50% a year for its Annual Advisory Fee for Asset Management. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consultation Services
- Hourly fee of no more than $500 per hour, or a fixed fee generally from $500 to $5,000, negotiable.
- Financial Planning
- Fixed fee not to exceed $5,000, or hourly at $500 per hour for an advisor, $100 per hour for a para-planner and $50 per hour for administrative support.
- Ongoing Consultations
- Fixed fee generally not less than $5,000 a year, payable quarterly in advance, and no more than $15,000 a year.
One SZ, LLC owns 75% or more of Verus Capital Partners and is in turn owned by Squirm Steel LLC (50–75%) and Mason Capital LLC (50–75%). The leadership team of Verus Capital Partners includes Chief Compliance Officer Stephen Bull. It has 68 employees, 45 of them in advisory roles.
Leadership
- Stephen BullSenior Partner and Chief Compliance Officer
- Zachary MasonManaging Partner
Investment adviser representatives
47 representatives listed in the SEC register as of 9 October 2026.
- Michael Wayne Andrews
- Marty Kenneth Block
- Stephen Dale Bull
- Hal Arthur Burns
- Luis Emilio Cabuto
- Thomas Patrick Carroll
- Levi Chuculate
- Clayton Collier
- Eric R Cortez
- Norris William Davis III
- Steven Russell Deangelis
- David Lee Deffinbaugh
- Jason Benjamin Dow
- Connor Tabeling Flach
- Michelle Poe Fulcher
- Donald Peter Gaskell
- Jeffrey Frederick Geiser
- John Griffith Glaudel
- Fred Andrew Goodman
- Amon Ainsley Holcomb
- Scott Anthony Holder
- Michael Dwain Jones
- Angela Jill Knott
- Robyn L Kreuer
- Yueh-Hwa Lee
- Karen Denise Longo
- Zachary Taylor Mason
- Jeffrey Alan Mathis
- Brandon Nichols
- George Nshanyan
- Satenik Nshanyan
- Robert Samuel Oberstein
- Colleen Mary Oshaughnessy
- Christopher William Oxenham
- Kevin Scott Phillips
- Michael Anthony Phillips
- Terry Wayne Rogers
- Denny Wayne Rudolph
- Teresa M. Simmons
- Grant Starkey
- Frank Joseph Stock
- Elizabeth Ann Stroup
- Mark Edward Tang
- Caleb Tsang
- Nickolas Eli Wann
- Benjamin Graham Williams
- Stephen Joe Williams
Staff
- 68 employees
- 45 in advisory functions
- 44 state-registered reps
- 33 broker-dealer reps
- 34 insurance agents
- Owns 75% or more of Verus Capital Partners, LLC
One SZ, LLC
Control person · since January 2022
- Owns 50% to 75% of One SZ, LLC
Squirm Steel LLC
Control person · since January 2022
- Owns 50% to 75% of Squirm Steel LLC
Stephen Bull
Control person · since January 2022
- Owns 50% to 75% of One SZ, LLC
Mason Capital LLC
Control person · since January 2022
- Owns 50% to 75% of Mason Capital LLC
Zachary Mason
Control person · since January 2022
- Owns 50% to 75% of Mason Capital LLC
Kristin Snyder
Control person · since January 2022
Verus Capital Partners’ regulatory assets grew 2.9× from $791M (July 2021) to $2.29B (March 2026); clients rose from 3,400 to 5,642 and employees from 33 to 68.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.29B | 5,642 | 68 | 32 |
| June 2025 | $2.07B | 4,040 | 49 | 28 |
| July 2024 | $1.56B | 4,664 | 49 | 26 |
| May 2023 | $948M | 4,266 | 47 | 28 |
| March 2022 | $1.22B | 3,433 | 53 | 26 |
| July 2021 | $791M | 3,400 | 33 | 15 |
Besides its headquarters, Verus Capital Partners has 31 offices (7 private residences, listed without an address), with 27 listed addresses across 11 states.
California · 9 listed addresses
- 2700 E Foothill BLVD, Pasadena
- 3186 Vista Way, Oceanside
- 2447 Pacific Coast Highway, Hermosa Beach
- 9010 Corbin Ave, Northridge
- 3111 Camino Del Rio N, San Diego
- 16130 Ventura BLVD, Encino
- 350 West 9th Avenue, Escondido
- 1920 S Archibald Ave, Ontario
- 1569 E. Main Street, Ventura
Arizona · 7 listed addresses
- 8300 N Hayden RD, Suite A207, ScottsdaleHQ
- 2661 East Coconino Drive, Chandler
- 10684 East Acacia Drive, Scottsdale
- 20819 N Cave Creek RD, Phoenix
- 6439 E Kathleen Road, Scotsdale
- 1425 West Elliot Road, Gilbert
- 18325 N. Allied Way, Phoenix
Oklahoma · 2 listed addresses
- 603 N Broadway, Poteau
- 704 US-270, Heavener
Tennessee · 2 listed addresses
- 1635 Huntsville Highway, Fayetteville
- 2045 North Amber Drive, Spring Hill
Alabama · 1 listed address
- 8331 Madison Boulevard, Madison
Colorado · 1 listed address
- 2679 W Main Street, Littleton
Maryland · 1 listed address
- 3881 Ten Oaks RD, Glenelg
Massachusetts · 1 listed address
- 5 Mount Royal Ave, Marlborough
Mississippi · 1 listed address
- 6007 Washington Avenue, Ocean Springs
Montana · 1 listed address
- 1219 13th St S, Great Falls
Virginia · 1 listed address
- 1016 Charles Street, South Boston
Other business names
Verus Capital Partners has reported 26 other business names to the SEC.
- Andrews Insurance Solutions, LLC
- Burns Tax and Wealth Management
- CPA Wealth Advisors, LLC
- Eagle Eye Investments, LLC
- First Than Ifs
- First Then Ifs
- Fred A. Goodman, CPA
- Geiser Wealth Management
- Haven Financial Services, LLC
- Holcomb Wealth Management
- Intermarket Analytics
- Kenneth M. Perkins Wealth
Show all 26 names
- Lifecourse Capital
- Optimal Wealth Inc.
- Oxenham Financial
- Phillips Financial Management
- Provident Financial Group
- Rso Wealth, LLC
- Rudolph Financial Group
- South Platte Investments & Planning
- Southern Heritage Financial Group
- Starkey Brothers, Inc.
- Vinepoint Advisory Group, LLC
- Wann Financial Services
- Wann Wealth Partners, LLC
- William F. Sullivan Financial Services
Contact and registration details
- Legal name
- Verus Capital Partners, LLC
- Headquarters
- 8300 N Hayden RD, Suite A207, Scottsdale, AZ 85258
- Website
- veruscapitalpartners.com
- Phone
- 480-990-3719
- SEC file
- 801-78989
- Structure
- Arizona LLC
- Fiscal year end
- December
Verus Capital Partners uses Charles Schwab ($1.79B, 78%), Fidelity ($276M, 12%) and LPL Financial ($223M, 10%) as custodians for its separately managed accounts. Verus Capital Partners has custody of $38.8M in client assets for 2,045 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.79B78%
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $223M10%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $276M12%
At year end, Verus Capital Partners’ separately managed accounts were largely in funds (49%) and stocks (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.85B across 503 positions; the largest are Apple Inc. (9.2%), Advanced Micro Devices Inc. (8.8%) and Nvidia Corporation (6.3%).
What the accounts hold
- Stocks37%
- Funds49%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash4%
- Other7%
- Derivatives7%
Reported 13F holdings
- $1.85B
- Reported 13F value
- 503
- Positions
- 45.7%
- In the 10 largest
- +26.2%
- Value vs. prior quarter
- Apple Inc.9.2%
- Advanced Micro Devices Inc.8.8%
- Nvidia Corporation6.3%
- Micron Technology Inc.5.8%
- Amazon Com Inc.4.8%
- Alphabet Inc. · Cap Stk CL A2.7%
- SPDR Series Trust · ST Str P500grw2.1%
- SPDR Series Trust · ST Str P500etf2.1%
- iShares TR · Core S&P500 ETF2.0%
- J P Morgan Exchange Traded F · Core Plus BD ETF1.8%
Together, the ten largest are 45.7% of reported value.
How many clients does Verus Capital Partners have?
Verus Capital Partners has 5,642 clients and manages $2.29 billion for them, as of March 2026. They include 4,660 individual clients, 482 pension and profit-sharing plans, and 426 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Verus Capital Partners offer?
Verus Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Verus Capital Partners charge?
Verus Capital Partners charges 2.00%–2.50% a year for its Annual Advisory Fee for Asset Management. The fee is billed in advance and is negotiable.
Source: VERUS CAPITAL PARTNERS ADV 2A MARCH 2026, filed 31 March 2026
Which custodians does Verus Capital Partners use?
Verus Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.79B, Fidelity Brokerage Services LLC (Smithfield, RI), with $276M and LPL Financial LLC (Fort Mill, SC), with $223M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Verus Capital Partners have?
Verus Capital Partners has 44 investment adviser representatives registered with state securities authorities, out of 68 employees, and 45 perform investment advisory functions. 33 employees are registered representatives of a broker-dealer and 34 employees are 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 Verus Capital Partners invest in?
At the end of its last fiscal year, Verus Capital Partners’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 7% derivatives, 4% cash and equivalents, 2% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Verus Capital Partners?
Verus Capital Partners is owned through a chain of holding companies by Zachary Mason, Stephen Bull and Kristin Snyder. Its direct owner is One SZ, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Verus Capital Partners get paid?
Verus Capital 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 Verus Capital Partners registered with the SEC?
Yes, Verus Capital Partners has been registered with the SEC as an investment adviser since 2 January 2014. Its CRD number is 151568 and its SEC file number is 801-78989.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Verus Capital Partners?
Verus Capital Partners’ main office is at 8300 N Hayden RD, Suite A207, Scottsdale, AZ 85258. Its phone number is 480-990-3719. Its website is veruscapitalpartners.com.