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| Happy Holidays!! thanks for using AUM13F!! |
| Verus Financial Partners Inc
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| CRD # | 106744 |
| SEC # | 801-41983 |
| CIK # | 0001979563, 0001481714 |
| AUM | $1.0 B (2025-03-27) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 804-592-3465 |
| Address | 9030 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 4.3 | ||
| Altria Group Inc | 3.1 | ||
| Apple Inc | 3.1 | ||
| HCA Holdings Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 207.7 |
| (b) Individuals (high net worth individuals) | 270 | 796.9 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,907 | 1,004.5 |
| By Discretionary | ||
| Discretionary | 1,907 | 1,004.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,907 | 1,004.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,004.5 | |
| Total | 1,907 | 1,004.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001481714] | |
| SC 13G | [0001481714] | |
| D | [0001979563] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Verus Financial Partners Inc | American Century ETF Trust | [2025-01-07] |
| Verus Financial Partners Inc | American Century ETF Trust | [2024-06-21] |
| Verus Financial Partners Inc | Verus Financial Partners Inc | [2022-10-11] |
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