Verus Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,816,884
Clients
387
Advisors
4
of 8 employees
About
Verus Financial Group provides investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm offers discretionary portfolio management, financial and estate planning, pension consulting, access to private alternative and private equity investments for qualified investors, and an automated robo‑advisory option through an institutional Schwab platform.
The firm implements client‑specific Investment Policy Statements and generally manages accounts on a discretionary basis, using modern portfolio theory alongside qualitative analysis for digital assets. Verus may use sub‑advisors and third‑party managers, and its strategies can include long‑ and short‑term trading, options and margin transactions, and allocations to private funds and tokenized/digital assets.
Compared with many peers, Verus is notable for offering pension consulting services and the potential to serve as a co‑fiduciary through AIF designees, maintaining referral and promoter relationships with other advisers and lending platforms, and permitting borrowing and the use of derivatives in managed accounts. The firm also conducts educational seminars and workshops and discloses a past regulatory settlement (a FINRA Letter of Acceptance, Waiver, and Consent concerning outside business activity and retention of non‑public information).
Client services
Expertise
Occupation focus
Fee options
$600 to $25,000 for financial planning
$0+: Up to 1.50% All assets held within Charles Schwab Account+: 0.80% Private alternative investment assets+: Up to 2.00%
$200 to $400 per hour
Main office
14141 Southwest Freeway, Suite 150
Sugar Land TX 77478
Advisors at this office
4
Most active in
Texas
Also doing business as
Evs Financial · Verus Capital Ventures, Inc · Verus Capital Ventures, Inc. · Verus Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Minh V
Series 63, Series 65
Sugar Land, TX
Verus Financial Group
Minh Vo is a financial advisor with Verus Financial Group in Sugar Land, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and MassMutual Life Insurance Company. Outside of advising, he owns a gym business and participates in a CPA team-based consultation model. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, and access to private equity and alternative investments. The firm employs a strategy combining modern portfolio theory, automated rebalancing, tax-loss harvesting, and exposure to digital assets.
Anthony D
Series 66
Sugar Land, TX
Verus Financial Group
Anthony Daoheuang is a financial advisor at Verus Financial Group with four years of industry experience. He holds the Series 66 designation and has previously worked at Lux Advisor Group and MassMutual Greater Houston. Outside of advising, he owns Bench Press and Invest, an online platform offering free financial advice targeted at adolescents entering college. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities with discretionary portfolio management, financial and estate planning, and access to private equity and alternative investments. The firm employs modern portfolio theory combined with automated rebalancing and tax-loss harvesting, and integrates pension consulting with third-party manager relationships to offer specialized private opportunities.
Brett C
Series 66
Sugar Land, TX
Verus Financial Group
Brett Cristiano is a financial advisor at Verus Financial Group with 13 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company since 2012. Cristiano is also a member of MassMutual’s Elite Resource Team, which focuses on outsourced cost segregation and tax reduction strategies. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, pension consulting, and access to private equity and alternative investments. The firm combines modern portfolio theory with automated rebalancing and tax-loss harvesting, and employs strategies including digital asset exposure, options, margin, and securities-based lending.
Elizabeth S
CFP®, Series 63
Sugar Land, TX
Verus Financial Group
Elizabeth Soto Delgadillo is a CFP® with 38 years of experience in the financial industry. She is currently with Verus Financial Group and has previously worked at IFP Securities, Independent Financial Partners, and LPL Financial. In addition to her advisory role, she is an agent for life insurance, annuities, and long-term care products. Verus Financial Group serves individuals, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial and estate planning, pension consulting, and access to private equity and alternative investments. The firm integrates modern portfolio theory with automated rebalancing and tax-loss harvesting, and employs strategies including digital assets, options, margin, and securities-based lending.
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