CRD: 151568
Verus Capital Partners, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-22-2009
- Office Locations
- 32
Office Locations
About Verus Capital Partners, LLC
Verus Capital Partners is a fiduciary advisory firm with offices in San Diego and Scottsdale, serving retirees, families, and business owners. The team includes CFP® professionals and a CDFA®, with planning-led investment management focused on retirement income planning, tax-efficient strategies, and guidance through life transitions such as divorce, often implemented using ETF-based portfolios.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
STEPHEN DALE BULL
Chief Compliance Officer, SENIOR PARTNER
- CRD
- #2347080
- Ownership
- Less than 5%
ZACHARY TAYLOR MASON
Financial Advisor, General Partner, Managing Partner
- CRD
- #5871058
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael Wayne Andrews
--
- CRD
- #8104802
MARTY KENNETH BLOCK
Financial Advisor, General Partner
- CRD
- #3189305
Showing 2 of 48 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,290,832,340 | $314,286 |
| Non-Discretionary | $0 | -- |
| Total | $2,290,832,340 | $314,286 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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