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| Verus Capital Partners LLC
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| |
|---|---|
| CRD # | 151568 |
| SEC # | 801-78989 |
| CIK # | 0001796874 |
| AUM | $1.6 BB (2024-07-23) |
| Employees | 49 (94% Investors, 71% Brokers) |
| Phone | 480-990-3719 |
| Address | 8300 N Hayden Rd Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001796874 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 142.1 | |
| Amazon Com Inc | 1,092,997.8 | 79.2 | |
| Microsoft Corp | 1,918,222.4 | 77.4 | |
| Advanced Micro Devices Inc | 131,458.5 | 57.7 | |
| Nvidia Corp | 399,550.0 | 46.7 | |
| Alphabet Inc | 1,475,138.5 | 23.0 | |
| Exxon Mobil Corp | 385,508.3 | 22.7 | |
| AbbVie Inc | 269,466.6 | 11.1 | |
| Guggenheim Strategic Opportunities Fund | 1,597.5 | 7.9 | |
| Tutor Perini Corp | 456.7 | 7.5 | |
| Northrop Grumman Corp /DE/ | 72,230.4 | 7.2 | |
| Verizon Communications Inc | 211,914.0 | 5.8 | |
| Alphabet Inc | 1,482,566.4 | 5.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,615 | 162.1 |
| (b) Individuals (high net worth individuals) | 1,839 | 1,261.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 161 | 122.0 |
| (h) Charitable organizations | 17 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 6,591 | 1,564.5 |
| By Discretionary | ||
| Discretionary | 6,591 | 1,564.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,591 | 1,564.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,564.5 | |
| Total | 6,591 | 1,564.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001796874] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bison Wealth LLC
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|
GA | 1.6 |
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EIDE Bailly Advisors LLC
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ND | 1.6 |
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JB Capital LLC
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CT | 1.6 |
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Cooper Financial Group
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CA | 1.6 |
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Smith Anglin Financial LLC
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TX | 1.6 |
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Magnus Financial Group LLC
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NY | 1.6 |
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Strategiq Financial Group LLC
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IN | 1.6 |
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Fiduciary Advisors Inc
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MO | 1.5 |
|
Pinnacle Pension Consultants LLC
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MA | 1.5 |
|
Physician Wealth Advisors Inc
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UT | 1.5 |