SourcingSourcing

VERUS ADVISORY, INC.

C26
CRD 110565·SEC 801-33895·SEATTLE, WA
AUM
$19.43B
$1B+
Est. Revenue
$194.3M
@ 1% on AUM
Est. EBITDA
$58.3M
@ 30% margin
Est. Deal Value
$466.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VERUS ADVISORY, INC.
CRD
110565
SEC file #
801-33895
EIN
911320111
DBA names
—

Economics

AUM
$19.43B
AUM band
$1B+
AUM trajectory
'20'26
$4.76B → $19.43B▲ +308%
Client mix
Pension Profit Sharing Plans32
Charitable Organizations20
Corporations5
State Or Municipal Govt1

Operations

Employees (total)
87
Advisory staff (per ADV)
83
Advisory staff (5-yr trend)
'20'26
73 advisors → 83 advisors▲ +14%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
linkedin.com/company/verusinvestments(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VERUS HOLDINGS COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
VERUS HOLDINGS COMPANY
WESTREICH, ANNE, ELIZABETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
107
Form 5500 Total Participants
120
Form 5500 Total Compensation
9,457,819
Form 5500 Compensation Trajectory 3y
20257,329,868
20262,127,951
20240
Form 5500 Plan Count Trajectory 3y
202577
202629
20241
Schedule C Total Compensation
9,457,819
Schedule C Service Provider Rows
107

SEC EDGAR

Edgar Cik
0002064821
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-02-20
Edgar Last Filing Date
2026-02-20
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-02-20
Accession0002064821-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Northern Trust2
U.s. Bank2
Edgar Addresses
Mailing
800 FIFTH AVENUE, SUITE 3900SEATTLE, WA 98104
Business
800 FIFTH AVENUE, SUITE 3900SEATTLE, WA 98104
Edgar EIN
911320111
Edgar Recent Filings
13F-HR2026-02-20 · 0002064821-26-000001
Fee Schedule
Bracket X61
Bracket Ix37
Bracket I1
Bracket Xi1
Bracket Ii0
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
WESTREICH, ANNE, ELIZABETH
Direct Owner · 7.5%
5173575
MACLEAN, JEFFREY, JAMES
Executive Officer · 2.5%
1899100
MCCOY, KRAIG, STUART
Executive Officer · 2.5%
4964737
Toner, Ian, M
Executive Officer · 2.5%
6931792
SPENCER, WARREN, R
Executive Officer · 2.5%
6473731