Narus Financial Partners, Llc
- Regulatory AUM
- $559M
- Discretionary
- $545M
- Clients
- 208
- Avg AUM / client
- $2.7M
- Accounts
- 574
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 134 | $55.4M | 9.91% |
| High net worth individuals | 69 | $446M | 79.8% |
| Charitable organizations | 4 | $31.8M | 5.7% |
| Corporations and other businesses | 1 | $25.5M | 4.56% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Curtis Teichert Lamb | Member | Oct 2014 (12y) | 25% – 50% | |
| Jared Daniel Stubbs | Member And President | Oct 2014 (12y) | 25% – 50% | |
| Michael William Robinson | Member | Oct 2014 (12y) | 25% – 50% | |
| Trent Alan Bowers | Member And Chief Investment Strategist | CFP | Oct 2014 (12y) | 25% – 50% |
| Gunn Schinker, Sara, Christian | Chief Compliance Officer | May 2016 (10y) | Less than 5% | |
| Landon Chad Malo | Registered representative | Apr 2024 (2y) |
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) | 03/09/2026 | 1020 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $556M (100% of AUM) Mar 2026
- Charles Schwab & Co. $393M (84% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 09, 2026.
View current Form ADV (SEC/IAPD) ↗