VERUS CAPITAL PARTNERS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 151568). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Stephen Dale Bull | MEMBER; SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Zachary Taylor Mason | MANAGING PARTNER; MEMBER | — |
| Kristin Rachelle Snyder | MEMBER | — |
| BULL STEPHEN DALE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER; SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| PACE GEORGE SALVATORE | MEMBER | — |
| ITTNER EDWARD CARL | MANAGING MEMBER | — |
| MASON ZACHARY TAYLOR | MANAGING PARTNER; MEMBER | — |
| Snyder Kristin Rachelle | MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-11-27 | regulatory | MASSACHUSETTS ALLEGED THE FIRM'S ADVISORY REPRESENTATIVE HAD A PLACE OF BUSINESS IN MA AND PROVIDED INVESTMENT ADVICE TO MORE THAN FIVE CLIENTS WHO ARE NATURAL PERSONS, AND MORE THAN 10% PERCENT OF WHOSE CLIENTS ARE NATURAL PERSONS WHILE NOT REGISTERED AS AN INVESTMENT ADVISER REPRESENTATIVE IN MA,… | Final | $25K |
| 2021-06-07 | regulatory | THAT VERUS (THE FIRM) DID NOT DISCLOSE FORGIVABLE LOANS, EITHER IN ITS FILINGS OR OTHERWISE TO CLIENTS. BY FAILING TO DISCLOSE ITS CONFLICTS OF INTEREST COMPLETELY AND ACCURATELY, VERUS VIOLATED SECTION 206(2) OF THE ADVISERS ACT. | Final | $45K |
Showing 15 of 66 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| MADISON | AL | 3 | (480) 306-7064 |
| PHOENIX | AZ | 3 | (480) 306-7064 |
| PHOENIX | AZ | 3 | 6023687092 |
| MADISON | AL | 3 | (480) 306-7064 |
| PHOENIX | AZ | 3 | 6023687092 |
| PHOENIX | AZ | 3 | (480) 306-7064 |
| — | — | 2 | (480) 306-7064 |
| GLENELG | MD | 2 | 800-410-6333 |
| — | — | 2 | 9516603042 |
| SCOTTSDALE | AZ | 2 | 4802205676 |
| NORTHRIDGE | CA | 2 | 8185713733 |
| OCEAN SPRINGS | MS | 2 | 228-872-1909 |
| SOUTH BOSTON | VA | 2 | 434-572-1040 |
| POTEAU | OK | 2 | 918-647-8215 |
| ONTARIO | CA | 2 | 951-734-5879 |