Data / Investment advisers / North Carolina / Verger Capital Management
Verger Capital Management, Winston-Salem, NC: $3.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Verger Capital Management is an SEC registered investment adviser with its main office in Winston-Salem, North Carolina and reports $3.3 billion in regulatory assets under management in its Form ADV filed July 21, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 170125
- SEC file number
- 801-79726
- SEC status
- Approved, effective June 5, 2014
- Legal name
- Verger Capital Management LLC
- Main office
- 751 W. Fourth St. Suite 410, Winston-Salem, NC 27101
- Phone
- (336) 934-4101
- Regulatory AUM
- $3,283,723,489 in the Form ADV filed July 21, 2026
- Discretionary AUM
- $3,271,503,603
- Non discretionary AUM
- $12,219,886
- Accounts
- 11
- Employees
- 18, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $2,837,194,954
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $2.84 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.28 billion | March 20, 2026 |
| December 1, 2025 | $2.87 billion | March 18, 2025 |
Other advisers in Winston-Salem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Salem Investment Counselors Inc | Winston Salem | $4.19 billion | Not listed | adviserinfo.sec.gov |
| Five Points Capital LLC | Winston-Salem | $1.45 billion | 14 | adviserinfo.sec.gov |
| Sheets Smith Wealth Management | Winston Salem | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Arbor Investment Advisors | Winston Salem | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Semmax Financial Advisors, Inc. | Winston-Salem | $495.4 million | Not listed | adviserinfo.sec.gov |
| Three Magnolias Financial Advisors | Winston Salem | $487.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winston-Salem, NC
- Investment advisers in North Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Verger Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.