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VERSA CAPITAL

PHILADELPHIA, PA · CRD 321934 · IAPD ↗ · versa.com · 215-609-3400

$180.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — VERSA CAPITAL shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
April 2025 — VERSA CAPITAL reported RAUM down 32% ($267.4M -> $181.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.