Verus Capital Ventures provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Verus Capital Ventures reports 388 clients. They include 349 individual clients, 38 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 95.0% ($151M across 745 accounts) are managed with discretion; $7.87M across 7 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 43% |
| High-net-worth individuals | 10% | 56% |
| Pension and profit-sharing plans | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 349 | $68.1M | 42.9% | $195K |
| High-net-worth individuals | 38 | $88.7M | 55.9% | $2.33M |
| Pension and profit-sharing plans | Fewer than 5 | $1.85M | 1.2% | $1.85M |
| Total | 388 | $159M | 100% | — |
- Clients
- 349
- Regulatory AUM
- $68.1M
- AUM share
- 42.9%
- Avg. per client
- $195K
- Clients
- 38
- Regulatory AUM
- $88.7M
- AUM share
- 55.9%
- Avg. per client
- $2.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.85M
- AUM share
- 1.2%
- Avg. per client
- $1.85M
Total
- Clients
- 388
- Regulatory AUM
- $159M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Verus Capital Ventures 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 4 other services, listed under fee details.
Fee details and sources
Other fees
- Fee-Based Seminars and Workshops
- Fee-based seminars and workshops cost up to $100 for a 2-hour session and up to $200 for an entire workshop.
- Financial Planning
- Fixed financial planning fees are between $600 and $25,000, 50% paid in advance; hourly financial planning is $200 to $400 an hour, paid in arrears.
- Pension Consulting
- Pension consulting carries an asset-based fee that VCV will not charge in excess of 1.50% of assets under management, generally negotiable.
- Private Alternative Investment Advisory
- The advisory fee for private alternative investments is calculated on the underlying assets and will not exceed 2.00%, generally negotiable.
Minh Vo owns 75% or more of Verus Capital Ventures. The leadership team of Verus Capital Ventures includes President Minh Vo. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of Verus Capital Ventures, Inc.
Minh Vo
Control person · since August 2019
Verus Capital Ventures’ regulatory assets grew 1.6× from $101M (May 2024) to $159M (September 2026); clients fell from 455 to 388 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $159M | 388 | 8 | 3 |
| Jun 2025June 2025 | $130M | 476 | 8 | 2 |
| May 2024May 2024 | $101M | 455 | 8 | 3 |
Besides its headquarters, Verus Capital Ventures has 2 offices, with 3 listed addresses in 1 state.
Texas · 3 listed addresses
- 14141 Southwest Freeway, Suite 150, Sugar LandHQ
- 5959 West Loop South, Bellaire
- 1803 First Oaks, Richmond
Other business names
Verus Capital Ventures has reported 1 other business name to the SEC.
- Evs Financial
Contact and registration details
- Legal name
- Verus Capital Ventures, Inc.
- Headquarters
- 14141 Southwest Freeway, Suite 150, Sugar Land, TX 77478
- Website
- verusfinancial.us
- Phone
- 713-909-3188
- @verus-financial-group
- SEC file
- 801-129875
- Structure
- Texas corporation
- Fiscal year end
- December
Verus Capital Ventures’ named custodian for separately managed accounts is Charles Schwab ($127M). Verus Capital Ventures does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $127M100%
At year end, Verus Capital Ventures’ separately managed accounts were mostly in stocks (61%) and funds (33%).
What the accounts hold
- Stocks61%
- Funds33%
- Registered funds25%
- Pooled vehicles8%
- Cash1%
- Other5%
- Derivatives5%
How many clients does Verus Capital Ventures have?
Verus Capital Ventures has 388 clients and manages $159 million for them, as of September 2026. They include 349 individual clients, 38 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Verus Capital Ventures offer?
Verus Capital Ventures provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Verus Capital Ventures use?
Verus Capital Ventures’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $127M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Verus Capital Ventures have?
Verus Capital Ventures has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Ventures invest in?
At the end of its last fiscal year, Verus Capital Ventures’ separately managed accounts held 61% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 8% pooled vehicles (private funds and similar), 5% derivatives and 1% cash and equivalents.
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 Ventures?
Verus Capital Ventures’ direct owner is Minh Vo (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Verus Capital Ventures get paid?
Verus Capital Ventures 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
How do I contact Verus Capital Ventures?
Verus Capital Ventures’ main office is at 14141 Southwest Freeway, Suite 150, Sugar Land, TX 77478. Its phone number is 713-909-3188. Its website is verusfinancial.us.