OCIO Intelligence
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Verus Advisory, Inc.

Alpha Nasdaq OCIO Indices - Contributor

SEATTLE, WA

Form ADV and provider website profile · CRD 110565 · regulatory data as of Mar 20, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Verus Advisory, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$19.4BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
122Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$10.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$9.1BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameVERUS ADVISORY, INC.

CRD number110565

Firm foundedNot reported

SEC registration dateJun 10, 2026

Employees87

Advisory professionals83

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

800 FIFTH AVENUE, SEATTLE, WA, 98104

206-622-3700

https://ceritypartners.com/verus/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$19.4B

As of Mar 20, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans57.3%$11.1B
Corporations24.8%$4.8B
Charities17.4%$3.4B
Municipalities0.5%$106M

Percentages and AUM are shown from the same reported Form ADV client-type records.