Anthony
Daoheuang

Verus Financial Group

CRD#6884662
Investment Advisor
in Houston, TX

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About this Advisor

Anthony Daoheuang is a financial advisor based in Houston, Texas, working with Verus Financial Group. Anthony has previously held positions at Cambridge Investment Research, Inc, Lux Advisor Group, Massmutual Greater Houston, Allied Business Services, Verus Capital Ventures, Inc Dba Verus Financial Group, and Verus Capital Ventures, Dba Verus Financial Group. Anthony has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Anthony is part of Verus Financial Group, which operates out of Houston, Texas. The firm has 2 offices and 8 employees. The firm manages assets totaling $100.7 million 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, pension consulting services, and educational seminars. The fee structure at Verus Financial Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2100 Travis St. Suite 650
Houston, TX 77002

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Verus Financial Group Brokerage Details

Total Assets Under Management

$100,665,025

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

599

TX Average: 2,315
Average Account Size

$168,055

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Anthony Daoheuang Work History

2023 - Present (1 year)

Verus Capital Ventures, Inc Dba Verus Financial Group

2019 - Present (5 years)

Cambridge Investment Research, Inc

2019 - Present (5 years)

Cambridge Investment Research, Inc

2019 - Present (5 years)

Verus Capital Ventures, Dba Verus Financial Group

2017 - 2019 (2 years)

Lux Advisor Group

2015 - 2018 (3 years)

Massmutual Greater Houston

2013 - 2015 (2 years)

Allied Business Services

Disclosures

Please visit the SEC profile of Anthony Daoheuang 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 Financial Group

Anthony Daoheuang
Houston, TX
Brett Cristiano
Houston, TX
Minh Vo
Houston, TX

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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