Verus Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Sugar Land, TX. Its latest Form ADV filing, dated March 5, 2026, reports $159M in regulatory assets under management, 8 employees, 2 offices, and 752 accounts.
Assets Under Management
$159M
Employees
8
Offices
2 offices
Total Clients
388
Primary office
SUGAR LAND, TX
14141 SOUTHWEST FREEWAY, SUITE 150, SUGAR LAND, TX, United States
Top client segmentIndividuals represent 89.9% of total clients.
Top client categories% of clientsClients
1
Individuals
89.9%
349
2
HNWI
9.8%
38
3
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of March 5, 2026
Discretionary95.0%
$151M
95% of total RAUM95.0%
Non-discretionary5.0%
$8M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts752
10Y AUM Change+$58M (+57.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee49:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.