Amon
Holcomb

Verus Capital Partners, LLC

CRD#4418032
Investment Advisor
in Ocean Springs, MS

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About this Advisor

Amon Holcomb is a financial advisor based in Ocean Springs, Mississippi, working with Verus Capital Partners, LLC. Amon has previously held positions at Avantax Investment Services, Inc, Avantax Advisory Services, Holcomb Financial, Avantax Insurance Agency LLC, Holcomb Wealth Management, Lpl Financial LLC, and Verus Capital Partners, LLC. Amon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi. Currently, Amon is part of Verus Capital Partners, LLC, which operates out of Ocean Springs, Mississippi. The firm has 25 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Verus Capital Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6007 Washington Avenue
Ocean Springs, MS 39564

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Verus Capital Partners, LLC Brokerage Details

Total Assets Under Management

$1,564,473,891

MS Average: $1,555,372,352
Total Number of Employees

49

MS Average: 37
Total Number of Accounts

6,591

MS Average: 1,370
Average Account Size

$237,365

MS Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Amon Holcomb Work History

2021 - Present (3 years)

Holcomb Wealth Management

2021 - Present (3 years)

Lpl Financial LLC

2021 - Present (3 years)

Verus Capital Partners, LLC

2016 - 2021 (5 years)

Avantax Insurance Agency LLC

2006 - 2021 (15 years)

Avantax Advisory Services

2005 - 2021 (16 years)

Holcomb Financial

2001 - 2021 (20 years)

Avantax Investment Services, Inc

Disclosures

Please visit the SEC profile of Amon Holcomb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verus Capital Partners, LLC

Mark Tang
Mesa, AZ
Robyn Kreuer
Scottsdale, AZ
Kevin Phillips
Phoenix, AZ
Marty Block
Mesa, AZ
Grant Starkey
San Marcos, CA
Levi Chuculate
Poteau, OK
Connor Flach
Glenelg, MD
Yueh-Hwa Lee
Pasadena, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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