VERUS CAPITAL PARTNERS, LLC
SEC RegisteredTo partner with you and your family to help you discover and reach your vision of financial success by delivering exceptional advice, service, and planning.
About the firm
At Verus Capital Partners, we help retirees, families, and business owners simplify money decisions and plan with confidence. Our team includes CFP® professionals and a CDFA®, with offices in San Diego and Scottsdale. The firm operates as a fiduciary, legally bound to provide recommendations and advice in clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, estate planning, insurance and risk management, employer-sponsored plan advising, tax planning, investment management, charitable giving, and divorce financial analysis.
Who they serve
Retirees, families, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,660 | $1.0B |
| High Net Worth Individuals | 426 | $1.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 482 | $194M |
| State/Municipal Entities | 17 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
48 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VERUS CAPITAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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