# VERUS ADVISORY, INC.

VERUS ADVISORY, INC. of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 110565
- Type: SEC-registered investment adviser
- SEC file number: 801-33895
- Location: 800 FIFTH AVENUE, SEATTLE, WA, 98104
- Phone: 206-622-3700
- Latest filing: 2026-03-20
- Regulatory AUM: $19.4B
- Discretionary AUM: $10.4B
- Non-discretionary AUM: $9.1B
- Clients: 87
- Accounts: 122

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey James Maclean | DIRECTOR/CEO/SHAREHOLDER; SHAREHOLDER | — |
| Kraig Stuart Mccoy | DIRECTOR/PRESIDENT/CHIEF FINANCIAL OFFICER/SHAREHOLDER | — |
| Warren R Spencer | CHIEF COMPLIANCE OFFICER | — |
| Ian M Toner | CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| Anne Elizabeth Westreich | DIRECTOR/MANAGING DIRECTOR SENIOR CONSULTANT/SHAREHOLDER | — |
| DENNIS BARRY WALTER | DIRECTOR; DIRECTOR, VERUS HOLDINGS COMPANY | — |
| SWENSEN ANGELA JOY | CCO/SHAREHOLDER OF WURTS & ASSOCIATES & CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR); CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SHAREHOLDER (+3 more) | — |
| WURTS WILLIAM WHITNEY | CHAIRMAN; CHAIRMAN/CHIEF EXECUTIVE OFFICER; CHAIRMAN/SHAREHOLDER (+2 more) | — |
| MACLEAN JEFFREY JAMES | CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF VERUS HOLDINGS COMPANY; CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS & ASSOCIATES INC.; CHIEF EXECUTIVE OFFICER/SHAREHOLDER OF WURTS, INC. (+9 more) | — |
| WOLFE EDWARD JAMES | DIRECTOR | — |
| RUTLEDGE TIMOTHY CHARLES | SENIOR CONSULTANT; SENIOR CONSULTANT/SHAREHOLDER | — |
| WYMAN RICHARD CAMERON | PRINCIPAL; SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| HEIER SHELLY JEAN | CONSULTANT; DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER; DIRECTOR/PRESIDENT/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY (+7 more) | — |
| WHALEN SCOTT JEROME | EVP/SENIOR CONSULTANT/SHAREHOLDER; EVP/SENIOR CONSULTANT/SHAREHOLDER OF VERUS HOLDINGS COMPANY; EVP/SENIOR CONSULTANT/SHAREHOLDER OF WURTS & ASSOCIATES (+3 more) | — |
| SCOTT JEFFREY CARL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER OF WURTS & ASSOCIATES INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR); CHIEF INVESTMENT OFFICER OF WURTS, INC. & MANAGER OF KEI INVESTMENTS, LLC (RELYING ADVISOR) (+3 more) | — |
| MCCOY KRAIG STUART | CFO/CCO WURTS, INC. & COO/CCO OF KEI INVESTMENTS, LLC (RELYING ADVISOR); CFO OF VERUS HOLDINGS COMPANY & COO OF VERUS INVESTORS LLC (RELYING ADVISOR); CFO OF  WURTS, INC. & COO OF KEI INVESTMENTS, LLC (RELYING ADVISOR) (+3 more) | — |
| SPENCER WARREN R | CCO; CCO OF VERUS HOLDINGS COMPANY, VERUS ADVISORY INC., AND VERUS INVESTORS, LLC; CHIEF COMPLIANCE OFFICER | — |
| Toner Ian M | CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110565/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110565/similar
- Related entities: https://search.stillhousedata.com/firm/110565/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110565

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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.