VERUS ADVISORY, INC.
CRD #110565 SEC #801-33895 SEATTLE, WA 206-622-3700
SEC Registered
Total AUM
$17.5B
Discretionary
$9.4B
Employees
89
Clients
--
Accounts
111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $17.5B | $9.4B | $8.2B | 89 | 104 |
| Dec 2024 | $11B | $4.4B | $6.6B | 88 | 104 |
| Mar 2024 | $11B | $4.4B | $6.6B | 88 | 104 |
| Mar 2023 | $8.5B | $3.8B | $4.7B | 88 | 102 |
| Mar 2022 | $9.4B | $5.2B | $4.2B | 88 | 109 |
| May 2021 | $8.3B | $4.9B | $3.4B | 82 | 113 |
| Mar 2021 | $8.3B | $4.9B | $3.4B | 82 | 113 |
| Apr 2020 | $5.7B | $3.8B | $1.9B | 79 | 114 |
| Mar 2019 | $4.8B | $3.2B | $1.5B | 76 | 123 |
| Aug 2018 | $4.9B | $3.1B | $1.7B | 83 | 131 |
| Mar 2018 | $4.9B | $3.1B | $1.7B | 83 | 131 |
| Mar 2017 | $22.1B | $21.3B | $751.2M | 94 | 150 |
| Jan 2016 | $20.6B | $19.8B | $745.7M | 98 | 150 |
| Apr 2015 | $21.3B | $20.5B | $793.1M | 65 | 100 |
| Apr 2015 | $21.3B | $20.5B | $793.1M | 65 | 132 |
| Nov 2014 | $10.8B | $10B | $819.2M | 57 | 100 |
| Apr 2014 | $10.8B | $10B | $819.2M | 57 | 100 |
| Mar 2014 | $10.8B | $10B | $819.2M | 57 | 100 |
| Dec 2013 | $2.2B | $1.4B | $728.1M | 46 | 100 |
| Apr 2013 | $2.2B | $1.4B | $728.1M | 46 | 100 |
| Mar 2013 | $2.2B | $1.4B | $728.1M | 46 | 100 |
| Dec 2012 | $1.9B | $1.2B | $684.3M | 48 | 120 |
| Jun 2012 | $1.9B | $1.2B | $684.3M | 11 | 120 |
| Mar 2012 | $1.2B | $449.6M | $718M | 11 | 120 |
| Apr 2011 | $461.9M | $461.9M | $0 | -- | -- |
| Mar 2011 | $461.9M | $461.9M | $0 | -- | -- |
| Mar 2011 | $461.9M | $461.9M | $0 | -- | -- |
| Oct 2010 | $447.5M | $447.5M | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$17.5B
Discretionary$9.4B
Non-Disc.$8.2B
Employees89
Clients104
DateDec 2024
Total AUM$11B
Discretionary$4.4B
Non-Disc.$6.6B
Employees88
Clients104
DateMar 2024
Total AUM$11B
Discretionary$4.4B
Non-Disc.$6.6B
Employees88
Clients104
DateMar 2023
Total AUM$8.5B
Discretionary$3.8B
Non-Disc.$4.7B
Employees88
Clients102
DateMar 2022
Total AUM$9.4B
Discretionary$5.2B
Non-Disc.$4.2B
Employees88
Clients109
DateMay 2021
Total AUM$8.3B
Discretionary$4.9B
Non-Disc.$3.4B
Employees82
Clients113
DateMar 2021
Total AUM$8.3B
Discretionary$4.9B
Non-Disc.$3.4B
Employees82
Clients113
DateApr 2020
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees79
Clients114
DateMar 2019
Total AUM$4.8B
Discretionary$3.2B
Non-Disc.$1.5B
Employees76
Clients123
DateAug 2018
Total AUM$4.9B
Discretionary$3.1B
Non-Disc.$1.7B
Employees83
Clients131
DateMar 2018
Total AUM$4.9B
Discretionary$3.1B
Non-Disc.$1.7B
Employees83
Clients131
DateMar 2017
Total AUM$22.1B
Discretionary$21.3B
Non-Disc.$751.2M
Employees94
Clients150
DateJan 2016
Total AUM$20.6B
Discretionary$19.8B
Non-Disc.$745.7M
Employees98
Clients150
DateApr 2015
Total AUM$21.3B
Discretionary$20.5B
Non-Disc.$793.1M
Employees65
Clients100
DateApr 2015
Total AUM$21.3B
Discretionary$20.5B
Non-Disc.$793.1M
Employees65
Clients132
DateNov 2014
Total AUM$10.8B
Discretionary$10B
Non-Disc.$819.2M
Employees57
Clients100
DateApr 2014
Total AUM$10.8B
Discretionary$10B
Non-Disc.$819.2M
Employees57
Clients100
DateMar 2014
Total AUM$10.8B
Discretionary$10B
Non-Disc.$819.2M
Employees57
Clients100
DateDec 2013
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$728.1M
Employees46
Clients100
DateApr 2013
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$728.1M
Employees46
Clients100
DateMar 2013
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$728.1M
Employees46
Clients100
DateDec 2012
Total AUM$1.9B
Discretionary$1.2B
Non-Disc.$684.3M
Employees48
Clients120
DateJun 2012
Total AUM$1.9B
Discretionary$1.2B
Non-Disc.$684.3M
Employees11
Clients120
DateMar 2012
Total AUM$1.2B
Discretionary$449.6M
Non-Disc.$718M
Employees11
Clients120
DateApr 2011
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--