Verus Advisory, Inc.
Alpha Nasdaq OCIO Indices - ContributorSEATTLE, WA
Form ADV and provider website profile · CRD 110565 · regulatory data as of Mar 20, 2026
This profile compiles reported firm AUM, regulatory account 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.
122Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$19.4BTotal Firm AUM
$10.4BDiscretionary AUM
$9.1BNon-discretionary AUM
122Total accounts
50Discretionary accounts
72Non-discretionary accounts
Client Mix by Firm AUM
$19.4BFirm AUM
Retirement Plans57.3%
Corporations24.8%
Charities17.4%
Municipalities0.5%
Reported Client Types
Source: Form ADV client recordsRetirement Plans57.3%
32 clients$11.1B firm assets
Corporations24.8%
5 clients$4.8B firm assets
Charities17.4%
20 clients$3.4B firm assets
Municipalities0.5%
1 clients$106M firm assets
Reported total58 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $11.1B | 32 | 57.3% |
| Corporations | $4.8B | 5 | 24.8% |
| Charities | $3.4B | 20 | 17.4% |
| Municipalities | $106M | 1 | 0.5% |
| Reported total | $19.4B | 58 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…