# VERUS FINANCIAL PARTNERS, INC.

VERUS FINANCIAL PARTNERS, INC. of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 106744
- Type: SEC-registered investment adviser
- SEC file number: 801-41983
- Location: 9030 STONY POINT PARKWAY, SUITE 160, RICHMOND, VA, 23235
- Phone: 804-592-3465
- Latest filing: 2026-05-18
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 21
- Accounts: 1,935

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| David Alexander Kozlowski | PRESIDENT | — |
| Julie Anne Waitman | SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Edward L Hoppe | SR. VICE PRESIDENT | — |
| William James Lagos | SR. VICE PRESIDENT | — |
| Brian James Welch | VICE PRESIDENT | — |
| KUEHL NANCY REED | SEC./TREAS., CFO; SENIOR VICE-PRESIDENT, SEC.-TREAS., COMPLIANCE; SR. V.P., CHIEF COMPLIANCE OFFICER | — |
| KUEHL HOWARD WILLIAM | CHAIRMAN; CHAIRMAN, CO-CEO | — |
| SHEPHERD JAMES MANNY | PRESIDENT, CEO; PRESIDENT, CO-CEO; SR. VICE PRESIDENT, CHAIRMAN (+1 more) | — |
| KOZLOWSKI DAVID ALEXANDER | PRESIDENT; PRESIDENT, CEO; SR. VICE PRESIDENT | — |
| WAITMAN JULIE ANNE | SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HOPPE EDWARD L | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| REYNOLDS PHYLISS LOUISE | VICE PRESIDENT | — |
| LAGOS WILLIAM JAMES | SR. VICE PRESIDENT; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106744/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106744/similar
- Related entities: https://search.stillhousedata.com/firm/106744/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106744

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.