HERGES CAPITAL MANAGEMENT

HERGES CAPITAL MANAGEMENT of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 288600). Regulatory assets under management: $25.9M.

Registration

• CRD: 288600
• Type: Registered investment adviser
• Location: 5478 RENAISSANCE AVENUE, SAN DIEGO, CA, 92122
• Phone: 8583140150
• Latest filing: 2026-01-23
• Regulatory AUM: $25.9M
• Discretionary AUM: $25.9M
• Clients: 2
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search