Scottsdale, AZ N. 87th Street Office

Team
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Verus Capital Partners, LLC logo

Verus Capital Partners, LLC

Multi-team

Firm-wide stats for Verus Capital Partners, LLC

Total advisors

47

Across 30 offices

Clients per advisor

108 Very High

Avg AUM per client

$408,170 Low

HNW client ratio

8% Low

About

Verus Capital Partners is a fee-based investment advisory firm that serves individuals (including high-net-worth clients), trusts, pension plans and estates. The firm offers discretionary portfolio management, financial planning, 401(k)/pension consulting, ongoing consultations, and access to third‑party and wrap-fee programs.

The firm combines fundamental and technical analysis to build customized portfolios, uses tactical adjustments and selective hedging (including options and inverse ETFs), and tailors allocations to each client’s time horizon, risk tolerance and tax considerations. Verus monitors accounts on an ongoing basis and uses multiple institutional custodial and wrap platforms (including several LPL-sponsored programs) to implement strategies and reporting.

Compared with many multi-team firms, Verus’s structure includes notable operational affiliates and communications: it operates a proprietary reporting/billing software affiliate (Citius AdvisorSolutions) and an affiliated estate-document guidance service (Arizona Trust and Will), and it prepares periodic client reports and educational materials. The firm also has material relationships with LPL (including numerous dually registered representatives and program-based custody), and recent regulatory actions (an SEC order and a Massachusetts settlement disclosed in the brochure) that prospective clients may consider when evaluating conflicts of interest and oversight.

Based on Verus Capital Partners, LLC

Location

14301 N. 87th Street, Suite 307

Scottsdale AZ 85260

Advisors at this office

6

Advisors at this office

user avatar

Frank S

Series 63, Series 65

Scottsdale, AZ

Verus Capital Partners, LLC

Frank Stock is a financial advisor at Verus Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2011, with prior experience at Securities America, Inc. and LPL Financial, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting services, using a combination of fundamental and technical analysis along with strategic asset allocation tailored to each client’s objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Marty B

Series 66

Scottsdale, AZ

Verus Capital Partners, LLC

Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Mark T

Series 63, Series 65

Scottsdale, AZ

Verus Capital Partners, LLC

Mark Tang is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Verus Capital Partners since 2014 and previously at Securities America Inc. and LPL Financial. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses both fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging to suit clients’ time horizons, risk tolerances, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

George N

CFP®, Series 63, Series 65

Scottsdale, AZ

Verus Capital Partners, LLC

George Nshanyan is a CFP®-designated financial advisor with 19 years of industry experience. He is currently affiliated with Verus Capital Partners, LLC and LPL Financial, having previously worked at firms including Pfs Investments Inc., Primerica Financial Services, Green Road Capital, and Securities America. Outside of his advisory roles, he is involved as a caregiver and operates a business entity for tax and investment purposes. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with client objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Zachary M

Series 63, Series 65

Scottsdale, AZ

Verus Capital Partners, LLC

Zachary Mason is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has held positions at Securities America, Inc and LPL Financial, LLC prior to his current role. Outside of his advisory work, he has a non-investment-related involvement with Wildwood Home Company LLC. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates with services including discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis, tactical adjustments, and selective hedging to tailor portfolios to clients’ specific time horizons, risk tolerances, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Stephen B

Series 63, Series 65

Scottsdale, AZ

Verus Capital Partners, LLC

Stephen Bull is a financial advisor at Verus Capital Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Securities America, Inc. Outside of his advisory role, he is a business owner of Kraft Screens in Paradise Valley, AZ. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios across multiple asset classes.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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