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VERGER CAPITAL MANAGEMENT
Legal name: VERGER CAPITAL MANAGEMENT LLC
CRD 170125File 801-79726
APPROVED
Custody
Filing as of Jul 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.28B
Top 25% of cohort (national)
Discretionary AUM
$3.27B
Non-discretionary $12.2M
Clients
3
11 accounts
Employees
18
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 5, 2014
- Principal office
- 751 W. FOURTH ST., SUITE 410, WINSTON-SALEM, NC, 27101
- Phone
- 336-934-4101
- Website
- HTTP://WWW.VERGERCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.28B
- Discretionary AUM
- $3.27B
- Non-discretionary AUM
- $12.2M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 1
- Total accounts
- 11
- AUM per client
- $1.09B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $2.84B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 10 | 3 | decreased by7 |
| Apr 1, 2026 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2026 | AUM | $2,874,867,075 | $3,283,723,489 | increased by$408,856,414 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 17 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,382,627,323 | $2,874,867,075 | increased by$492,239,752 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 11 | increased by3 |
| Apr 1, 2022 | Employees | 15 | 13 | decreased by2 |
| Apr 1, 2022 | AUM | $1,951,485,308 | $2,382,627,323 | increased by$431,142,015 |
| Apr 1, 2022 | Accounts | 13 | 8 | decreased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VERGER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERGER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.