# Surge Capital LLC

> Surge Capital LLC is an exempt reporting adviser in St. George, UT, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 328397
- Filed as: SURGE CAPITAL LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: St. George, UT
- Filing period: October 2026
- Form ADV filing dated: January 9, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328397
- AdvisorCensus page: https://advisorcensus.com/firm/surge-capital-llc-st-george-ut-328397

## Quick answers

**Where is Surge Capital LLC located?**
Surge Capital LLC's principal office is in St. George, UT, according to its Form ADV.

**How does Surge Capital LLC report to regulators?**
Surge Capital LLC is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 328397.

**Does Surge Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328397

## From the Form ADV filing

### Firm details
- Reporting since: 2024 (2 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- surgeredev.com
- LinkedIn @91162330

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | January 9, 2024 |
| October 2026 | Not reported | Not reported | January 9, 2024 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Surge Capital LLC (CRD 328397): Form ADV filing data as of October 2026.