AdFi
VC

Verger Capital Management

SEC Registered

Vision Matters. Values Matter. Talent Matters.

Winston-salem, NChttps://vergercapital.com336-934-4101
Assets Under Management
$1B–$5B
Employees
18
Office Locations
1 office
Total Accounts
11

About the firm

Verger Capital Management exclusively serves non-profits as an Outsourced Chief Investment Officer (OCIO). With deep non-profit roots, Verger offers sophisticated multi-market, antifragile portfolios designed to protect, preserve, and grow client assets across market cycles. The firm provides tailored investment portfolios and fully engaged client service to help non-profit endowments and foundations reach their investment goals.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit SharingState/Municipal

Areas of expertise

OCIONon-profit EndowmentsFoundationsPortfolio ManagementOutsourced Investment ManagementAntifragile PortfoliosEndowment Management

Services

Outsourced Chief Investment Officer (OCIO) services, including multi-market antifragile portfolio management, customized complementary accounts, and stakeholder education and engagement

Private funds / alternatives
Hedge

Who they serve

Non-profit endowments and foundations

Client segmentClientsAssets managed
Pension/Profit Sharing Plans3$2.8B

Leadership

Wake Forest University
SOLE MEMBER
James J Dunn
CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER
Craig Thomas
VICE PRESIDENT, TREASURER, MANAGING DIRECTOR
Vicki J West
VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER
David Wright Dupree
MEMBER, BOARD OF MANAGERS
James R Helvey
MEMBER, BOARD OF MANAGERS
Adelaide Alexander Sink
MEMBER, BOARD OF MANAGERS
Steven S Reinemund
MEMBER, BOARD OF MANAGERS
Bruce Hofler Milam
MEMBER, BOARD OF MANAGERS
Peter Craig Brockway
MEMBER, BOARD OF MANAGERS
Benjamin Conrad Sutton
MEMBER, BOARD OF MANAGERS
James Thomas Williams
MEMBER, BOARD OF MANAGERS
James Fielding Miller
MEMBER, BOARD OF MANAGERS

Office locations

1 office in 1 state
NC
Winston-salemHQ

Regulatory & compliance

CRD number
#170125
SEC Number
801-79726
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $25,000,000 (waivable)

Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Verger Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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