Verus Financial Partners, Inc.
● SEC registered since 1992CRD 106744SEC# 801-41983Richmond, VA
Reg. AUM
$1.18B
Employees
21
Accounts
1,935
Location
Richmond, VA
Verus Financial Partners, Inc. assets under management
Verus Financial Partners, Inc. is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 1992. It reports $1.2 billion in regulatory assets under management and employs 21 people.
Verus Financial Partners, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian James Welch | Vice President | Under 5% | 2024 |
| David Alexander Kozlowski Control | President | 25-50% | 2010 |
| Edward L Hoppe Control | Sr. Vice President | 25-50% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Verus Financial Partners, Inc. manage?
Verus Financial Partners, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Verus Financial Partners, Inc. have?
Verus Financial Partners, Inc. reports 21 employees.
Where is Verus Financial Partners, Inc. located?
Verus Financial Partners, Inc. is based in Richmond, VA and has been SEC-registered since 1992.
Does Verus Financial Partners, Inc. disclose fund performance?
Verus Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9030 Stony Point Parkway, Suite 160, Richmond, VA 23235 |
| Phone | 804-592-3465 |
| Fax | 804-592-3484 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1481714 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.18B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.18Bregulatory AUM
Discretionary $1.18B