{"url":"https://nivawealth.com/firms/verus-capital-ventures-315153","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/315153","regulatoryAum":158666730,"crd":"315153","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6142227","suffix":null,"lastName":"CRISTIANO","firstName":"BRETT","middleName":"Anthony"},{"crd":"6884662","suffix":null,"lastName":"Daoheuang","firstName":"Anthony","middleName":"R"},{"crd":"1697306","suffix":null,"lastName":"SOTO-DELGADILLO","firstName":"ELIZABETH","middleName":"V"},{"crd":"5114922","suffix":null,"lastName":"VO","firstName":"MINH","middleName":"DUC"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-05-30","regulatoryAum":100665025,"clients":455,"employees":8,"offices":3},{"filedOn":"2025-06-30","regulatoryAum":129716992,"clients":476,"employees":8,"offices":2},{"filedOn":"2026-09-08","regulatoryAum":158666730,"clients":388,"employees":8,"offices":3}],"secFileNumber":"801-129875","legalName":"Verus Capital Ventures, Inc.","displayName":"Verus Capital Ventures","slug":"verus-capital-ventures-315153","website":"https://verusfinancial.us/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/verus-financial-group","founded":null,"organization":"Texas corporation","fiscalYearEnd":"December","headquarters":{"street":"14141 Southwest Freeway, Suite 150","city":"Sugar Land","state":"TX","stateName":"Texas","country":"United States","postalCode":"77478"},"tradeNames":["Evs Financial"],"registration":{"secApproved":"11 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":405211.5865633075,"staff":{"employees":8,"advisory":4,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":158666730,"discretionary":150792822,"discretionaryAccounts":745,"nonDiscretionary":7873908,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":349,"regulatoryAum":68131697},{"label":"High-net-worth individuals","clients":38,"regulatoryAum":88685187},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":1849846}],"feePrograms":[{"role":"other","program":"Fee-Based Seminars and Workshops","summary":"Fee-based seminars and workshops cost up to $100 for a 2-hour session and up to $200 for an entire workshop.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014824","versionId":1014824,"submittedOn":"2026-03-05","documentName":"ADV PART 2A- VERUS CAPITAL VENTURES, INC"},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014824","versionId":1014824,"submittedOn":"2026-03-05","documentName":"ADV PART 2A- VERUS CAPITAL VENTURES, INC"},{"role":"other","program":"Pension Consulting","summary":"Pension consulting carries an asset-based fee that VCV will not charge in excess of 1.50% of assets under management, generally negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014824","versionId":1014824,"submittedOn":"2026-03-05","documentName":"ADV PART 2A- VERUS CAPITAL VENTURES, INC"},{"role":"other","program":"Private Alternative Investment Advisory","summary":"The advisory fee for private alternative investments is calculated on the underlying assets and will not exceed 2.00%, generally negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014824","versionId":1014824,"submittedOn":"2026-03-05","documentName":"ADV PART 2A- VERUS CAPITAL VENTURES, INC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:00:06.901126+00:00","documents":[{"name":"ADV PART 2A- VERUS CAPITAL VENTURES, INC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014824","versionId":1014824,"submittedOn":"2026-03-05"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":127121127}],"custodyNote":"Verus Capital Ventures does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Minh Vo","title":"President & Chief Compliance Officer","crd":"5114922"}],"ownership":[{"label":"Minh Vo","detail":"President & chief compliance officer in the 75% or more ownership band and a control person, since August 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":3,"addresses":[{"street":"14141 Southwest Freeway, Suite 150","city":"Sugar Land","headquarters":true},{"street":"5959 West Loop South","city":"Bellaire"},{"street":"1803 First Oaks","city":"Richmond"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"713-909-3188","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":61},{"label":"Derivatives","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":25},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":8},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"8 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/315153/PDF/315153.pdf","brochureDate":"5 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014824","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Verus Capital Ventures have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Verus Capital Ventures offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Verus Capital Ventures use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Verus Capital Ventures have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Verus Capital Ventures invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Verus Capital Ventures?","answer":"Verus Capital Ventures’ direct owner is Minh Vo (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Verus Capital Ventures get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Verus Capital Ventures?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}