Narus Financial Partners, LLC

Overview

Narus Financial Partners, LLC is an SEC registered investment adviser based in Salt Lake City, UT, registered since 2014. It reports $559M in assets under management across 574 accounts, with 6 employees. It has 5 investment adviser representatives.

Reported AUM

$559M

Discretionary

97%

Accounts

574

Average account

$974K

Employees

6

Advisory reps

5

Registered since

2014

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Jared Daniel Stubbs Member, President CRD 2813016
• Michael William Robinson Chief Compliance Officer CRD 4144709
• Sara Christian Gunn-Schinker Chief Compliance Officer CRD 6241755

2 more executive officers, with direct contact details

Advisory reps 3 of 5

• Trent Alan Bowers Investment Adviser Rep CRD 4016539
• Curtis Teichert Lamb Investment Adviser Rep CRD 2774690
• Landon Chad Malo Investment Adviser Rep CRD 7888369

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1245 E Brickyard Rd Ste 160
Salt Lake City, UT 84106

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: narusfinancial.com

Every state, with registration dates

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