VERUS FINANCIAL PARTNERS, INC.

HTTPS://WWW.VERUSFP.COM RICHMOND, VA Investment Advisor How do I update this listing?

Also known as:

  • KUEHL SHEPHERD KOZLOWSKI & ASSOCIATESINC

Verus Financial Partners is based out of Richmond. Verus Financial Partners is a large advisory firm with 751 clients and discretionary assets under management (AUM) of $706,011,383 (Form ADV from 2017-12-01). Their last reported 13F filing for Q4 2018 included $278,665,000 in managed 13F securities and a top 10 holdings concentration of 91.77%. Verus Financial Partners's largest holding is Vanguard Total Stock Market ETF with shares held of 481,752. Verus Financial Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 40 13F filings

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12/31/2018

Top Buys

  • Name% Change

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $278.665 Million
  • Prior Market Value $278.665 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 91.77 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:22.60 quarters
  • Time Held Top10:21.90 quarters
  • Time Held All:22.37 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -6.5%
Performance Last 4 Quarters: -0.23%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR/A (Subscription required)
  • 2012-12-31 - 13F-HR/A (Subscription required)
  • 2012-12-31 - 13F-HR/A (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VERUS FINANCIAL PARTNERS
9030 STONY POINT PARKWAY SUITE 160
RICHMOND VA    23235
Country: United States

Business Phone: 804-592-3465
Fax: 804-592-3484
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 17
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 265,256,000
Total Number of Clients: 751
Amount of client funds and securities by related persons: 1,141,940
Total Number of clients from related persons: 10
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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VERUS FINANCIAL PARTNERS, INC.

ownership team - last updated 2018-05-14
Name Title Start Date Direct/Indirect % Ownership
KOZLOWSKI, DAVID, ALEXANDER PRESIDENT 01/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INVESTMENT CONSULTANTS & MANAGEMENT CO OF VIRGINIA SR. VICE PRESIDENT direct 2002-11-01
VERUS FINANCIAL PARTNERS, INC. PRESIDENT direct 2010-01-01
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES, INC. PRESIDENT, CEO direct 2010-01-01
WAITMAN, JULIE, ANNE SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES, INC. VICE PRESIDENT direct 2006-07-01
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES, INC. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01
VERUS FINANCIAL PARTNERS, INC. SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
HOPPE, EDWARD, L SR. VICE PRESIDENT 07/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES, INC. VICE PRESIDENT direct 2006-07-01
VERUS FINANCIAL PARTNERS, INC. SR. VICE PRESIDENT direct 2006-07-01
LAGOS, WILLIAM, JAMES SR. VICE PRESIDENT 06/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
VERUS FINANCIAL PARTNERS, INC. VICE PRESIDENT direct 2011-01-01
VERUS FINANCIAL PARTNERS, INC. SR. VICE PRESIDENT direct 2015-06-01

WhaleScore history for VERUS FINANCIAL PARTNERS, INC.

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