Firm profile

Verger Capital Management

WINSTON-SALEM, NCCRD 170125Registration Status: ApprovedEffective since June 5, 2014SEC # 801-79726Latest ADV July 21, 2026

Verger Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winston-Salem, NC. Its latest Form ADV filing, dated July 21, 2026, reports $3.3B in regulatory assets under management, 18 employees, 1 office, and 11 accounts.

Assets Under Management
$3.3B
Employees
18
Offices
1 office
Total Clients
10

Associated firm names

2 names listed
  • VERGER CAPITAL MANAGEMENT
  • VERGER CAPITAL MANAGEMENT LLC

Leadership

5 roles identified
CEOJames J. Dunn
CCOScott P. Reckamp
CFOJeffrey M. Manning

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

WINSTON-SALEM, North Carolina, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

North Carolina

WINSTON-SALEMPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.3Bas of July 21, 2026
Discretionary99.6%
$3.3B
100% of total RAUM99.6%
Non-discretionary0.4%
$12M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segment501(C) ORGANIZATIONS represent 70.0% of total clients.
Top client categories% of clientsClients
1
501(C) ORGANIZATIONS
70.0%
7
2
Pooled Investment Vehicles
30.0%
3

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.3B
Total Accounts11
10Y AUM Change+$3.1B (+2302.2%)

Private Funds

Private funds reported by Verger Capital Management

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee1:1
10Y Employee Change+7 (+63.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
WAKE FOREST UNIVERSITYDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
75%+
JAMES JOSEPH DUNNDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
10% to < 25%
JOHN NEWELL CULBERTSONDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
< 5%
MICHAEL ANDREW CARTERDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
< 5%
MATTHEW STARBUCK CRAWFORDDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
< 5%
Jacqueline Anne TravisanoDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
< 5%
James Morrison O'ConnellDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
< 5%
MATTHEW A KINGDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
< 5%
KELLY ANN DEMEESTERDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
< 5%
ERIK LEE LISHERDirect owner · Schedule AInterest in VERGER CAPITAL MANAGEMENT
< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Verger Capital Management.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-07-21 · Schedules A and B

14 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1WAKE FOREST UNIVERSITYMEMBERDomestic entityVERGER CAPITAL MANAGEMENT75% or moreCode EYesMEMBER10/2013Schedule APDF page 28
2JAMES JOSEPH DUNNCHIEF EXECUTIVE OFFICERIndividualVERGER CAPITAL MANAGEMENT10% to less than 25%Code BYesCHIEF EXECUTIVE OFFICER10/2013Schedule APDF page 28
3CRAIG OWEN THOMASVICE PRESIDENT (10/2013), TREASURER (10/2013), CHIEF INVESTMENT OFFICER (07/2023)IndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesVICE PRESIDENT (10/2013), TREASURER (10/2013), CHIEF INVESTMENT OFFICER (07/2023)10/2013Schedule APDF page 28
4VICKI JENNINGS WESTVICE PRESIDENT (10/2013), SECRETARY (10/2013), CHIEF OPERATING OFFICER(04/2014)IndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesVICE PRESIDENT (10/2013), SECRETARY (10/2013), CHIEF OPERATING OFFICER(04/2014)10/2013Schedule APDF page 28
5JEFFREY MICHAEL MANNINGCHIEF FINANCIAL OFFICERIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesCHIEF FINANCIAL OFFICER05/2019Schedule APDF page 28
6JOHN NEWELL CULBERTSONMEMBER, BOARD OF MANAGERSIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesMEMBER, BOARD OF MANAGERS01/2020Schedule APDF page 28
7MICHAEL ANDREW CARTERMEMBER, BOARD OF MANAGERSIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesMEMBER, BOARD OF MANAGERS07/2021Schedule APDF page 28
8MATTHEW STARBUCK CRAWFORDMEMBER, BOARD OF MANAGERSIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesMEMBER, BOARD OF MANAGERS07/2022Schedule APDF page 28
9Jacqueline Anne TravisanoMEMBER, BOARD OF MANAGERSIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesMEMBER, BOARD OF MANAGERS07/2023Schedule APDF page 28
10James Morrison O'ConnellMEMBER, BOARD OF MANAGERSIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesMEMBER, BOARD OF MANAGERS07/2023Schedule APDF page 28
11SCOTT PAUL RECKAMPCHIEF COMPLIANCE OFFICERIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NANoCHIEF COMPLIANCE OFFICER01/2024Schedule APDF page 28
12MATTHEW A KINGMEMBER, BOARD OF MANAGERSIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesMEMBER, BOARD OF MANAGERS07/2024Schedule APDF page 28
13KELLY ANN DEMEESTERMEMBER, BOARD OF MANAGERSIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesMEMBER, BOARD OF MANAGERS01/2026Schedule APDF page 28
14ERIK LEE LISHERMEMBER, BOARD OF MANAGERSIndividualVERGER CAPITAL MANAGEMENTLess than 5%Code NAYesMEMBER, BOARD OF MANAGERS07/2026Schedule APDF page 28

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/21/2026 11:13:47 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.