Thomas Carroll
Verus Capital Partners · Ventura, California
Thomas Carroll is a fee-only financial advisor at Verus Capital Partners in Ventura, California. Thomas focuses on retirement planning, estate & legacy planning and tax planning. Verus Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Verus Capital Partners |
|---|---|
| Based in | Ventura, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.29B across 7,289 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2765011 |
| Exams passed | Series 63 (1996) · Series 65 (1998) |
| Firm size | 68 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.veruscapitalpartners.com |
How Thomas's firm compares
- Verus Capital Partners's average account is about $314,000, from its Form ADV (assets managed divided by 7,289 accounts).
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Questions about Thomas
Is Thomas Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Verus Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Verus Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Carroll based?
Thomas Carroll is based in Ventura, California.
What does Thomas specialize in?
Thomas's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Thomas works with retirees.
Is Thomas Carroll registered with the SEC?
Yes. Thomas Carroll is registered as an investment adviser representative in CA (CRD 2765011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Verus Capital Partners manage?
Verus Capital Partners reports $2.29B across 7,289 accounts in assets under management.
How do I contact Thomas Carroll?
Through Thomas's website, www.veruscapitalpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Verus Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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