|
⚲
|
| Verus Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 151568 |
| SEC # | 801-78989 |
| CIK # | 0001796874 |
| AUM | $948.2 MM (2023-03-30) |
| Employees | 53 (79% Investors, 62% Brokers) |
| Phone | 480-990-3719 |
| Address | 14301 N 87th Street Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 113.3 | |
| MSFT | 1,918,222.4 | 45.3 | |
| AMZN | 1,092,997.8 | 37.4 | |
| AMD | 131,458.5 | 30.7 | |
| XOM | 385,508.3 | 26.6 | |
| ABBV | 269,466.6 | 14.2 | |
| NVDA | 399,550.0 | 8.8 | |
| NOC | 72,230.4 | 7.5 | |
| BP | 93,834.6 | 4.7 | |
| VZ | 211,914.0 | 4.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,246 | 726.9 |
| (b) Individuals (high net worth individuals) | 127 | 446.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 60 | 43.6 |
| (n) Other | 0 | 0.0 |
| Total | 5,212 | 1,222.8 |
| By Discretionary | ||
| Discretionary | 5,212 | 1,222.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,212 | 1,222.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,222.8 | |
| Total | 5,212 | 1,222.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001796874] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenrock Research Inc
✚
|
IL | 1.0 |
|
Personal CFO Solutions LLC
✚
|
NJ | 1.0 |
|
Centennial Securities Company Inc
✚
|
MI | 0.9 |
|
Chatterton & Associates the Wealth Management Team Inc
✚
|
CA | 0.9 |
|
Beacon Retirement Planning Services Inc
✚
|
TX | 0.9 |
|
Truadvice LLC
✚
|
FL | 0.9 |
|
New England Professional Planning Group Inc
✚
|
RI | 0.9 |
|
Graves Light Lenhart Wealth Inc
✚
|
VA | 0.9 |
|
Packerland Brokerage Services Inc
✚
|
WI | 0.9 |
|
Wallington Asset Management LLC
✚
|
IN | 0.9 |