Verus Capital Partners, LLC logo

Verus Capital Partners, LLC

Updated today

Client assets under management

$2,075,952,647

Clients

5,086

8% high-net-worth

Advisors

47

of 68 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

108

Very High

Average account size

$408,170

About

Verus Capital Partners is a fee-based investment advisory firm that serves individuals (including high-net-worth clients), trusts, pension plans and estates. The firm offers discretionary portfolio management, financial planning, 401(k)/pension consulting, ongoing consultations, and access to third‑party and wrap-fee programs.

The firm combines fundamental and technical analysis to build customized portfolios, uses tactical adjustments and selective hedging (including options and inverse ETFs), and tailors allocations to each client’s time horizon, risk tolerance and tax considerations. Verus monitors accounts on an ongoing basis and uses multiple institutional custodial and wrap platforms (including several LPL-sponsored programs) to implement strategies and reporting.

Compared with many multi-team firms, Verus’s structure includes notable operational affiliates and communications: it operates a proprietary reporting/billing software affiliate (Citius AdvisorSolutions) and an affiliated estate-document guidance service (Arizona Trust and Will), and it prepares periodic client reports and educational materials. The firm also has material relationships with LPL (including numerous dually registered representatives and program-based custody), and recent regulatory actions (an SEC order and a Massachusetts settlement disclosed in the brochure) that prospective clients may consider when evaluating conflicts of interest and oversight.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Income planning Retirement withdrawal strategies Active portfolio management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable

Percentage

$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%

Commissions

IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees

Project-based

Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour

Other

Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually

Main office location

Verus Capital Partners, LLC

8300 N Hayden Rd, Suite A207

Scottsdale AZ 85258, United States

Number of offices

32

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Minnesota · Mississippi · Montana · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Elizabeth S

Series 66

Huntsville, AL

Verus Capital Partners, LLC

Elizabeth Stroup is a financial advisor with Verus Capital Partners, LLC and holds a Series 66 designation. She has been with Verus since 2025 and also owns Bearden, Stroup & Associates, CPAs, LLC, a CPA firm providing tax, accounting, and payroll services. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients' objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Michael J

Series 63, Series 66

Madison, AL

Verus Capital Partners, LLC

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Frank S

Series 63, Series 65

Scottsdale, AZ

Verus Capital Partners, LLC

Frank Stock is a financial advisor at Verus Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2011, with prior experience at Securities America, Inc. and LPL Financial, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting services, using a combination of fundamental and technical analysis along with strategic asset allocation tailored to each client’s objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Stephen W

Series 63, Series 65

Madison, AL

Verus Capital Partners, LLC

Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Steven D

Series 63, Series 65

Gilbert, AZ

Verus Capital Partners, LLC

Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at FSC Securities Corporation since 1991. He also offers fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and customized portfolios aligned to client objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

William K

Series 66

Escondido, CA

Verus Capital Partners, LLC

William Keesling is a financial advisor at Verus Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Securities America, Principal Securities, and Principal Life Insurance Company. Outside of his advisory role, he provides care for a family member with special needs through the In-Home Supportive Services program. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Marty B

Series 66

Scottsdale, AZ

Verus Capital Partners, LLC

Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Yueh Hwa L

CFP®, Series 66

Pasadena, CA

Verus Capital Partners, LLC

Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Donald G

ChFC®, Series 63, Series 66

Marlborough, MA

Verus Capital Partners, LLC

Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Fred G

Series 63, Series 65

Chandler, AZ

Verus Capital Partners, LLC

Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Thomas C

Series 63, Series 65

Ventura, CA

Verus Capital Partners, LLC

Thomas Carroll is a financial advisor at Verus Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. since 2014. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios according to client objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Christopher O

ChFC®, Series 66

Glenlg, MD

Verus Capital Partners, LLC

Christopher Oxenham is a financial advisor at Verus Capital Partners, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Oxenham has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2011, with prior experience at Securities America, Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Satenik N

Series 63, Series 66

Northridge, CA

Verus Capital Partners, LLC

Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at LPL Financial and Securities America, Inc. in addition to her current role at Verus Capital Partners. Outside of her advisory work, she is involved in caregiving and operates a caretaker business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation to customize portfolios according to client objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Eric C

Series 63, Series 65

Hermosa Beach, CA

Verus Capital Partners, LLC

Eric Cortez is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Advisors and Securities America, Inc. He has been with Verus Capital Partners since 2019. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Michael P

CFP®, Series 66

Scottsdale, AZ

Verus Capital Partners, LLC

Michael Phillips is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Verus Capital Partners, LLC, where he has worked since 2017. His prior experience includes roles at Securities America, Inc. and J.W. Cole Advisors, Inc. Outside of his advisory work, Phillips is involved in tax preparation and term life insurance sales through Phillips Financial Services. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios based on clients’ objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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