Individual
EntityVERUS HOLDINGS COMPANYStatusSHAREHOLDERReported since04/2012Ownership50% but less than 75%Control personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 08/2001
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2012
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 09/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 11/2014
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Jeffrey James Maclean | Director/Ceo/Shareholder | 08/2001 | Individual | Yes | Less than 5% |
| Verus Holdings Company | Shareholder | 04/2012 | Domestic entity | Yes | 75% or more |
| Kraig Stuart Mccoy | Director/President/Chief Financial Officer/Shareholder | 09/2024 | Individual | Yes | Less than 5% |
| Warren R Spencer | Chief Compliance Officer | 11/2014 | Individual | No | Less than 5% |
| Ian M Toner | Chief Investment Officer, Shareholder | 07/2017 | Individual | Yes | Less than 5% |
| Anne Elizabeth Westreich | Director/Managing Director Senior Consultant/Shareholder | 09/2024 | Individual | Yes | 5% but less than 10% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVJJ
Jeffrey James Maclean
Director/Ceo/Shareholder
KS
Kraig Stuart Mccoy
Director/President/Chief Financial Officer/Shareholder
WR
Warren R Spencer
Chief Compliance Officer
IM
Ian M Toner
Chief Investment Officer, Shareholder
AE
Anne Elizabeth Westreich
Director/Managing Director Senior Consultant/Shareholder
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives6
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateJun 10, 2026
CRD number110565