Verus Financial Partners, Inc.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 636
- Avg AUM / client
- $1.9M
- Accounts
- 1,935
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 371 | $273M | 23.1% |
| High net worth individuals | 265 | $909M | 76.9% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Alexander Kozlowski | President | CFP | Mar 1997 (29y) | 25% – 50% |
| Julie Anne Waitman | Sr. Vice President, Chief Compliance Officer | Mar 1998 (28y) | 25% – 50% | |
| Edward L Hoppe | Sr. Vice President | CFP Personal Financial Specialist | Oct 2004 (22y) | 25% – 50% |
| William James Lagos | Sr. Vice President | CFP Chartered Financial Consultant | Aug 2006 (20y) | 10% – 25% |
| Brian James Welch | Registered representative | CFP | Feb 2008 (18y) | |
| Kristin Alexandra Lindsay | Registered representative | CFP | Nov 2020 (6y) | |
| Sloan R Chittenden | Registered representative | CFP | Jun 2022 (4y) | |
| Lindsey Kozlowski Hadfield | Registered representative | Dec 2022 (4y) | ||
| Tyler L. Snow | Registered representative | Sep 2023 (3y) | ||
| Jacob R Fram | Registered representative | CFP | Sep 2023 (3y) | |
| David W Butler | Registered representative | Feb 2025 (1y) | ||
| Noelle E Moser | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 894 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗