Caleb Tsang
Investment adviser representative at Verus Capital Partners, LLC
17 yearsExperience
2 statesRegistered in
$2.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Verus Capital Partners, LLCJul 2021 to now
- LPL Financial, LLCJun 2021 to now
- Vinepoint Advisory Group, LLCJun 2017 to now
- Avantax Advisory ServicesOct 2019 to Jun 2021
- Avantax Investment Services, Inc.Oct 2019 to Jun 2021
- Avantax Insurance Services, Inc.Apr 2010 to Jun 2021
- 1st Global Advisors, Inc.Oct 2009 to Oct 2019
- 1st Global Capital Corp.Oct 2009 to Oct 2019
- Vinepoint Wealth Management, LLCSep 2009 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Verus Capital Partners, LLC
$2.3BAssets managed
5,642Clients
47Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5711828
- Firm CRD
- 151568