WINSTON-SALEM, NCCRD 170125Latest ADV March 20, 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 March 20, 2026, reports $3.3B in regulatory assets under management, 18 employees, and 11 accounts.
Assets Under Management
$3.3B
Employees
18
Offices
--
Total Clients
10
Primary office
WINSTON-SALEM, NC
751 W. FOURTH ST., SUITE 410, WINSTON-SALEM, NC, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
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
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of March 20, 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.
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%)
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%)
* 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.