Verus Capital Partners, Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 5,642
- Avg AUM / client
- $406K
- Accounts
- 7,289
- Employees
- 68
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 446 positions, $1,501,783,105)
13F period Dec 31, 2025| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $170,780,365 | 628,192 | 11.4% | 7.45% |
| 2 | Nvidia Corporation | COM | $116,111,902 | 622,584 | 7.73% | 5.07% |
| 3 | Amazon Com Inc | COM | $99,290,726 | 430,150 | 6.61% | 4.33% |
| 4 | Microsoft Corp | COM | $80,475,290 | 166,402 | 5.36% | 3.51% |
| 5 | Advanced Micro Devices Inc | COM | $59,920,715 | 279,794 | 3.99% | 2.62% |
| 6 | Alphabet Inc | CAP STK CL A | $36,759,995 | 117,444 | 2.45% | 1.6% |
| 7 | Spdr Series Trust | STATE STREET SPD | $33,420,563 | 313,220 | 2.23% | 1.46% |
| 8 | Ishares Tr | CORE S&P500 ETF | $32,179,125 | 46,981 | 2.14% | 1.4% |
| 9 | Guggenheim Strategic Opportu | COM SBI | $29,965,890 | 2,324,364 | 2.0% | 1.31% |
| 10 | Spdr Series Trust | STATE STREET SPD | $25,855,303 | 322,305 | 1.72% | 1.13% |
| 11 | J P Morgan Exchange Traded F | CORE PLUS BD ETF | $25,396,967 | 536,367 | 1.69% | 1.11% |
| 12 | Vanguard Index Fds | S&P 500 ETF SHS | $20,944,742 | 33,398 | 1.39% | 0.91% |
| 13 | Palantir Technologies Inc | CL A | $17,273,076 | 97,176 | 1.15% | 0.75% |
| 14 | Invesco Qqq Tr | UNIT SER 1 | $17,228,886 | 28,046 | 1.15% | 0.75% |
| 15 | Spdr Series Trust | STATE STREET SPD | $16,605,393 | 292,297 | 1.11% | 0.72% |
| 16 | J P Morgan Exchange Traded F | SMALL & MID CAP | $16,593,256 | 257,739 | 1.1% | 0.72% |
| 17 | Ishares Tr | CORE DIV GRWTH | $16,142,627 | 232,536 | 1.07% | 0.7% |
| 18 | Invesco Actively Managed Exc | TOTAL RETURN | $14,662,485 | 309,205 | 0.98% | 0.64% |
| 19 | Pacer Fds Tr | US CASH COWS 100 | $14,498,679 | 240,962 | 0.97% | 0.63% |
| 20 | Spdr S&P 500 Etf Tr | TR UNIT | $13,786,829 | 20,218 | 0.92% | 0.6% |
| 21 | Abbvie Inc | COM | $12,705,316 | 55,606 | 0.85% | 0.55% |
| 22 | Ishares Tr | MSCI INTL QUALTY | $12,546,482 | 276,050 | 0.84% | 0.55% |
| 23 | Goldman Sachs Etf Tr | ACTIVEBETA US | $12,499,956 | 165,278 | 0.83% | 0.55% |
| 24 | Ishares Tr | MSCI USA MIN VOL | $12,141,517 | 128,946 | 0.81% | 0.53% |
| 25 | Goldman Sachs Etf Tr | ACCES TREASURY | $12,140,800 | 121,481 | 0.81% | 0.53% |
Top 25 of 446 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,660 | $1.0B | 45.2% |
| High net worth individuals | 426 | $1.0B | 45.5% |
| Pension and profit sharing plans | 482 | $194M | 8.45% |
| Charitable organizations | 17 | $5.3M | 0.23% |
| Corporations and other businesses | 57 | $16.1M | 0.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Verastem, Inc. 401(k) Plan Verastem, Inc. | 2024 |
People (49)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Dale Bull | Senior Partner And Chief Compliance Officer | Sep 2009 (17y) | ≈ 18.75% – 56.25% via Squirm Steel Llc | |
| Zachary Taylor Mason | Member | Jan 2015 (12y) | ≈ 18.75% – 56.25% via Mason Capital Llc | |
| Snyder, Kristin, Rachelle | Member | Jan 2022 (5y) | ≈ 18.75% – 56.25% via Mason Capital Llc | |
| Christopher William Oxenham | Registered representative | Chartered Financial Consultant | Nov 2011 (15y) | |
| Frank Joseph Stock | Registered representative | Jan 2015 (12y) | ||
| Fred Andrew Goodman | Registered representative | Jan 2015 (12y) | ||
| Jeffrey Frederick Geiser | Registered representative | Jan 2015 (12y) | ||
| Karen Denise Longo | Registered representative | Jan 2015 (12y) | ||
| Mark Edward Tang | Registered representative | Jan 2015 (12y) | ||
| Marty Kenneth Block | Registered representative | Jan 2015 (12y) | ||
| Robyn L Kreuer | Registered representative | Jan 2015 (12y) | ||
| Colleen Mary Oshaughnessy | Registered representative | Jan 2015 (12y) | ||
| Norris William Davis | Registered representative | Jan 2017 (10y) | ||
| Kevin Scott Phillips | Registered representative | Feb 2017 (9y) | ||
| Michael Anthony Phillips | Registered representative | CFP | Feb 2017 (9y) | |
| Satenik Nshanyan | Registered representative | May 2017 (9y) | ||
| Connor Tabeling Flach | Registered representative | Aug 2018 (8y) | ||
| John Griffith Glaudel | Registered representative | Feb 2020 (6y) | ||
| Thomas Patrick Carroll | Registered representative | Feb 2021 (5y) | ||
| Grant Starkey | Registered representative | Jun 2021 (5y) | ||
| Hal Arthur Burns | Registered representative | Jun 2021 (5y) | ||
| Caleb Tsang | Registered representative | Jul 2021 (5y) | ||
| Yueh Hwa Lee | Registered representative | CFP | Aug 2021 (5y) | |
| Amon Ainsley Holcomb | Registered representative | Aug 2021 (5y) | ||
| Steven Russell Deangelis | Registered representative | Oct 2021 (5y) | ||
| Michelle Poe Fulcher | Registered representative | Mar 2022 (4y) | ||
| George Nshanyan | Registered representative | CFP | Feb 2023 (4y) | |
| Nickolas Eli Wann | Registered representative | CFP Personal Financial Specialist | Oct 2023 (3y) | |
| David Lee Deffinbaugh | Registered representative | Jan 2024 (3y) | ||
| Levi Chuculate | Registered representative | Jan 2025 (2y) | ||
| Luis Emilio Cabuto | Registered representative | Jan 2025 (2y) | ||
| William Barrett Keesling | Registered representative | Jan 2025 (2y) | ||
| Scott Anthony Holder | Registered representative | Jan 2025 (2y) | ||
| Robert Samuel Oberstein | Registered representative | Personal Financial Specialist | Jan 2025 (2y) | |
| Donald Peter Gaskell | Registered representative | Chartered Financial Consultant | Feb 2025 (1y) | |
| Terry Wayne Rogers | Registered representative | Feb 2025 (1y) | ||
| Angela Jill Knott | Registered representative | CFP | Apr 2025 (1y) | |
| Michael Wayne Andrews | Registered representative | Jun 2025 (1y) | ||
| Eric R Cortez | Registered representative | Sep 2025 (1y) | ||
| Jason Benjamin Dow | Registered representative | Sep 2025 (1y) | ||
| Denny Wayne Rudolph | Registered representative | Oct 2025 (1y) | ||
| Elizabeth Ann Stroup | Registered representative | Oct 2025 (1y) | ||
| Michael Dwain Jones | Registered representative | Oct 2025 (1y) | ||
| Teresa M. Simmons | Registered representative | Oct 2025 (1y) | ||
| Benjamin Graham Williams | Registered representative | Oct 2025 (1y) | ||
| Stephen Joe Williams | Registered representative | Oct 2025 (1y) | ||
| Jeffrey Alan Mathis | Registered representative | Oct 2025 (1y) | ||
| Brandon Nichols | Registered representative | Jan 2026 (1y) | ||
| Clayton Collier | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| One Sz, Llc | Member | Jan 2022 | A | 75% or more |
| Mason Capital Llc | Member | Jan 2022 | B | ≈ 37.5% – 75% via One Sz, Llc |
| Squirm Steel Llc | Member | Jan 2022 | B | ≈ 37.5% – 75% via One Sz, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stephen Dale Bull: 50% – 75% of Squirm Steel Llc × 50% – 75% of One Sz, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Zachary Taylor Mason: 50% – 75% of Mason Capital Llc × 50% – 75% of One Sz, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Snyder, Kristin, Rachelle: 50% – 75% of Mason Capital Llc × 50% – 75% of One Sz, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Mason Capital Llc: 50% – 75% of One Sz, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Squirm Steel Llc: 50% – 75% of One Sz, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Verastem, Inc. 401(k) Plan | Verastem, Inc. | 82 | $16.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: 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. Status: Final Sanction Detail: $45,000 100% LEVIED AGAINST THE FIRM (VERUS CAPITAL), PAID WITHIN 14 DAYS OF ORDER. NO PORTION OF THE PENALTY WAS WAIVED. Summary: ORDER RECEIVED FROM COMMISSION ON JUNE 7, 2021. VERUS RETAINED A COMPLIANCE CONSULTANT PRIOR TO THE ISSUANCE OF THIS ORDER, AND INTENDS TO FULLY COMPLY WITH ALL SEC SANCTIONS AND REQUIREMENTS SET FORTH IN FILE NO. 3-20361
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (78% of AUM) Mar 2026
- Fidelity Brokerage Services $276M (12% of AUM) Mar 2026
- LPL Financial $223M (10% of AUM) Mar 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗