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, SEC-registered advisory corporation (registered in 2004) that serves both individuals/families and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning and discretionary portfolio management across individuals, small businesses, and institutional accounts. Its advisory services include selection of third-party advisers, and it charges fees based on a percentage of assets under management as well as hourly and fixed-fee arrangements. Versant identifies as an active ESG investor and has been recognized by FA Magazine as a Top RIA Firm in 2020.
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 4
Royce Ramey
Co-CEOCRD 4751664
Elizabeth Shabaker
Co-CEOCRD 2925556
Jennifer Kirksey
Deputy COOCRD 7961119
Contacts
3 of 9
Kenneth 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 305Active vs passive
$558M in ETFs
54%
$303M
42%
$256M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $52.4M | 587,841 | 9.39% |
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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