Anthony R. Daoheuang

VERUS FINANCIAL GROUP

SUGAR LAND, TX 77478

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CRD#: 6884662

Professional summary

Anthony R Daoheuang, who also goes by Anthony Ronny Daoheuang, Anthony Daoheuang, Anthony R Duangkaew, is a registered financial advisor currently at VERUS FINANCIAL GROUP located in Sugar Land, Texas.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Anthony has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Ronny Daoheuang | Anthony Daoheuang | Anthony R Duangkaew

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) AMERITAS, 2100 TRAVIS ST, STE 650, HOUSTON, TX, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 08/01/20 INV REL, LIFE INSURANCE REP, 20/WK- 20/TRADING 2) BENCH PRESS AND INVEST; OWNER; INVESTMENT RELATED: YES; 2100 TRAVIS ST HOUSTON TX 77002 USA; ONLINE PRESENCE TO PROVIDE FREE IMPERSONAL FINANCIAL ADVICE (PERSONAL FINANCE AND INVESTMENT RELATED) SPECIFICALLY FOR ADOLESCENTS ENTERING COLLEGE; OPERATIONS AND MARKETING; 2023-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 4;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony R Daoheuang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 26, 2023 - Present

VERUS FINANCIAL GROUP

Office #1: 14141 Southwest Freeway Suite 150, Sugar Land, TX 77478

RIA

CRD#: 315153

SUGAR LAND, TX

Past

August 10, 2020 - October 19, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Houston, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERUS FINANCIAL GROUP

EVS FINANCIAL | VERUS FINANCIAL GROUP | VERUS CAPITAL VENTURES, INC. | VERUS CAPITAL VENTURES, INC

CRD#: 315153 / SEC#: 801-129875

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

Texas

Registered Investment Advisory firm - (5/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/13/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/8/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/20/2019

Securities Industry Essentials Examination

Current Firm

VERUS FINANCIAL GROUP

EVS FINANCIAL | VERUS FINANCIAL GROUP | VERUS CAPITAL VENTURES, INC. | VERUS CAPITAL VENTURES, INC

CRD#: 315153 / SEC#: 801-129875

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

Texas

Registered Investment Advisory firm - (5/6/2024 Terminated)

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Contact information

Main Address

14141 Southwest Freeway Suite 150, Sugar Land, TX 77478

Mailing Address

Phone number

(713) 909-3188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- VERUS CAPITAL VENTURES, INC (9/4/2025)

Regulatory assets under management

Total Number of Accounts	640
AUM (Assets Under Management)	$ 129,716,992

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony R. Daoheuang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony R Daoheuang's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERUS FINANCIAL GROUP

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

VERUS FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2021

Series 7TO

Date: 8/8/2020

SIE

Date: 4/20/2019

Current Firm

VERUS FINANCIAL GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERUS FINANCIAL GROUP

TRUST BUT VERIFY

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