Unclaimed Profile

Craig Owen Thomas

VERGER CAPITAL MANAGEMENT LLC·WINSTON-SALEM, North Carolina

Clean recordVERGER CAPITAL MANAGEMENT LLC

751 W. FOURTH ST., WINSTON-SALEM, NC 27101CRD# 6331383Firm CRD# 170125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Owen Thomas · WINSTON-SALEM, NC

Registration

CRD #6331383 · VERGER CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Owen Thomas is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with VERGER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VERGER CAPITAL MANAGEMENT LLC

VERGER CAPITAL MANAGEMENT

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERGER CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6331383

Firm CRD# 170125

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Owen Thomas offer?

Craig Owen Thomas specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.

What are Craig Owen Thomas's credentials?

Craig Owen Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Owen Thomas located?

Craig Owen Thomas is based in WINSTON-SALEM, North Carolina, working with VERGER CAPITAL MANAGEMENT LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.

How does Craig Owen Thomas charge for services?

Craig Owen Thomas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERGER CAPITAL MANAGEMENT LLC?

VERGER CAPITAL MANAGEMENT LLC has approximately 16 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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