VERSANT CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 131692
- Registered since
- May 21, 2004
- Website
- versantcm.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.95%
- Corporations / Businesses17.26%
- Individuals4.96%
- Charitable Organizations1.49%
- Pension & Profit Sharing Plans1.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Versant Capital Management, Inc. is an independent registered investment adviser and capital allocator that manages both individual/family and institutional mandates. The firm combines financial planning and portfolio management with the selection of third‑party managers, positioning itself to build blended portfolios that mix public market exposure with externally managed alternative funds. Versant reports active ESG integration across its process, which it applies when screening managers and constructing portfolios. Fee arrangements include percentage of AUM alongside hourly and fixed fees, allowing flexibility for advisory and planning engagements. The firm was named a Top RIA Firm by FA Magazine in 2020. Versant’s investment approach emphasizes a core allocation to public funds and mutual funds while supplementing with direct equity positions and tactical ETF exposure. As a capital allocator, it sources external private market managers for clients that need private equity, venture capital, real estate and other alternatives, and it provides portfolio oversight and manager selection services for those allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities26%
- Cash & Cash Equivalents10%
- Private Funds9%
- State & Local Bonds7%
Owners & executives
3 of 4ROYCE RAMEY
Co-CEOCRD 4751664
ELIZABETH SHABAKER
Co-CEOCRD 2925556
Jennifer Kirksey
Deputy COOCRD 7961119
Contacts
3 of 9KENNETH CHAVIS
Senior Wealth CounselorCRD 6334068
Bailey Yates
Client AssociateCRD 7792241
NICHOLAS HAYES
Wealth AssociateCRD 8077559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 310Active vs passive
$513M in ETFs
60%
$308M
38%
$205M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $49.6M | 585,132 | 9.67% |
Location
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2394 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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