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Elizabeth Stroup

BrokerSells Insurance

Elizabeth Stroup is a registered investment advisor at Verus Capital Partners, LLC, based in Huntsville, AL. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,040 clients
Average Client Portfolio
$512K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2915 Bob Wallace Avenue, Suite A, Huntsville, AL, 35805

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Elizabeth is a 50% owner and manager of Bearden, Stroup & Associates, CPAs LLC, dedicating full-time hours to its operations. She also serves as a trustee for Wall Highway Baptist Church Inc and works as a contractor for LifeCourse Capital LLC, selling annuities and direct mutual funds, and performing RIA work, taking about 10-20% of her time.

Employment History
Current Registrations
Verus Capital Partners, LLC
October 2025 - Present · 6 mos
LPL Financial LLCBroker
July 2025 - Present · 9 mos
Previous Registrations
Lifecourse Capital, INC.
May 2025 - October 2025 · 5 mos
Next Financial Group, INC.Broker
April 2025 - July 2025 · 3 mos
State Registrations1 state
AL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.