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Narus Financial Partners, LLC

● SEC registered since 2014CRD 173534SEC# 801-80500Salt Lake City, UT
Export (members)
Reg. AUM
$559M
Employees
6
Accounts
574
Location
Salt Lake City, UT

Narus Financial Partners, LLC assets under management

Narus Financial Partners, LLC operates as an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2014. It reports $559 million in regulatory assets under management and employs 6 people.

Narus Financial Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Curtis Teichert Lamb ControlMember25-50%2014
Jared Daniel Stubbs ControlMember And President25-50%2014
Michael William Robinson ControlMember25-50%2014
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Frequently asked questions

How much does Narus Financial Partners, LLC manage?

Narus Financial Partners, LLC reports $559 million in regulatory assets under management on its Form ADV.

How many employees does Narus Financial Partners, LLC have?

Narus Financial Partners, LLC reports 6 employees.

Where is Narus Financial Partners, LLC located?

Narus Financial Partners, LLC is based in Salt Lake City, UT and has been SEC-registered since 2014.

Does Narus Financial Partners, LLC disclose fund performance?

Narus Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1245 E. Brickyard Road, Suite 160, Salt Lake City, UT 84106
Phone866-534-0530
Fax866-470-6525
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$559M▲ 20%
Feb '25 — $467.7MMar '25 — $467.7MApr '25 — $467.7MMay '25 — $467.7MJun '25 — $467.7MJul '25 — $467.7MAug '25 — $467.7MSep '25 — $467.7MOct '25 — $467.7MNov '25 — $467.7MDec '25 — $467.7MJan '26 — $467.7MFeb '26 — $467.7MMar '26 — $559MApr '26 — $559MMay '26 — $559MJun '26 — $559M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$559Mregulatory AUM
Discretionary $544.9MNon-discretionary $14.1M