CRD: 106744
Verus Financial Partners
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-1992
- Office Locations
- 2
Office Locations
About Verus Financial Partners
Verus Financial Partners is a fee-only advisory team focused on transparent retirement planning for individuals and families, especially those nearing or newly retired. They provide goal-based financial planning, diversified long-term investment management, and integrated tax strategy, planning, and preparation. Typically best suited for households with $1M+ investable assets, starting with a no-cost introductory meeting; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD L HOPPE III
Financial Advisor, Senior Vice President
- CRD
- #4865237
- Ownership
- 25% but less than 50%
DAVID ALEXANDER KOZLOWSKI
Managing Partner, President
- CRD
- #2177800
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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David W Butler
Financial Planner
- CRD
- #8010398
Sloan R Chittenden
Financial Planner
- CRD
- #7397246
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,181,875,242 | $610,788 |
| Non-Discretionary | $0 | -- |
| Total | $1,181,875,242 | $610,788 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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