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VERUS FINANCIAL GROUP

SUGAR LAND, TX · CRD 315153 · IAPD ↗ · 713-909-3188

$158.7MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
1States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — VERUS FINANCIAL GROUP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
July 2025 — VERUS FINANCIAL GROUP moved its main office from HOUSTON, TX to SUGAR LAND, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
March 2025 — VERUS FINANCIAL GROUP reported RAUM up 29% ($100.7M -> $129.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — VERUS FINANCIAL GROUP (HOUSTON, TX) is newly SEC-registered with $100.7M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.