VERUS CAPITAL VENTURES, INC.
DBA: VERUS FINANCIAL GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $158.7M |
| Discretionary | $150.8M95% of AUM |
| Non-Discretionary | $7.9M |
| Client Accounts | 752 |
| Avg Account Size | $211K |
| Employees | 8 |
| Peak AUM | $158.7MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $159M | +22.3% | +25.6% | — | |
| Discretionary AUM | $151M | ||||
Key Metrics
| Total AUM | $158.7M |
| Discretionary | $150.8M |
| Employees | 8 |
| Client Accounts | 752 |
| Client Range | 0 |
Contact & Location
Address
14141 SOUTHWEST FREEWAY
SUGAR LAND TX 77478
Phone
713-909-3188
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$151M
95.0% of AUM
Non-Discretionary
$8M
5.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserPension Consultant