Institutional
    SEC Registered

    Verger Capital Management

    Registered investment advisor · Winston-Salem, North Carolina · CRD #170125

    Assets Under Management
    $3.3B
    Client Accounts
    11
    Employees
    18
    CRD Number
    170125
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services, The Northern Trust Company, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Verger Capital Management

    Verger Capital Management is an SEC-registered investment advisor offering Outsourced Chief Investment Officer (OCIO) services. It caters to a select group of clients. Established to provide expert investment management, it focuses on delivering tailored financial strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Verger Capital Management's AUM?

    Verger Capital Management reports approximately $3.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Verger Capital Management headquartered?

    Verger Capital Management is headquartered in Winston-Salem, North Carolina.

    What is Verger Capital Management's CRD number?

    Verger Capital Management's CRD number is 170125. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Verger Capital Management manage?

    Verger Capital Management manages approximately 11 client accounts according to its latest SEC filing.

    Is Verger Capital Management SEC registered?

    Yes, Verger Capital Management is registered with the SEC as an investment adviser with an approved registration status.

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