Wealth manager, independent · Phoenix, AZ
Versant Capital Management, Inc.
SEC-registered investment adviser · CRD 131692 · SEC 801-63192
At a glance
Versant Capital Management, Inc. is an SEC-registered investment adviser based in Phoenix, Arizona, with $1.8B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 466 individual clients, 310 of them high-net-worth, holding an average of about $3.1 million each, and 26 employees. That ranks it 611th among the nation’s 5,657 independent wealth management RIAs and 11th of 125 in Arizona. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing.
Main office 602-635-3760versantcm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among independent wealth managers
- #611 of 5,657
- Rank among all SEC RIAs
- #3,849 of 17,210
- Rank in Arizona
- #11 of 125
- Individual clients
- 466
- High-net-worth clients
- 310
- Accounts
- 1,678
- Discretionary
- 83% of AUM
- Employees
- 26
- Advisory staff
- 14
- Offices
- 2
Owners and executives on its Form ADV
- Thomas J. ConnellyChairman Emeritus, Investment Committee
- Elizabeth M. ShabakerCo-Chief Executive Officer, Chief Compliance Officer
- Royce C. RameyCo-Chief Executive Officer, Chief Investment Officer
- Jennifer W. KirkseyChief Operating Officer
- Aimee L. Williams-RameyChief Legal Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Versant Capital Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 310 | $1.4B | 75% |
| Corporations or other businesses | 25 | $313M | 17% |
| Individuals | 156 | $90M | 5% |
| Charitable organizations | 25 | $27M | 1% |
| Pension and profit sharing plans | 5 | $24M | 1% |
Disciplinary disclosures
Versant Capital Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗versantcm.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Arizona
All of Arizona →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Trek FinancialScottsdale | $2.8B | 4,539 |
| Xcelsior Advisor Partners LLCScottsdale | $2.5B | 1,450 |
| Verus Capital Partners, LLCScottsdale | $2.3B | 5,086 |
| Ironwood Investment Counsel, LLCScottsdale | $1.8B | 549 |
| AWM Capital, LLCPhoenix | $1.5B | 455 |
| Total Investment Management, Inc.Scottsdale | $1.4B | 1,184 |
Background
Questions
How much does Versant Capital Management, Inc. manage?
Versant Capital Management, Inc. reports $1.8B in regulatory assets under management across 1,678 accounts, 83% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Versant Capital Management, Inc. have?
It reports 466 individual clients: 310 high-net-worth individuals and 156 other individuals. Individuals account for about 80% of its regulatory assets.
Where is Versant Capital Management, Inc. headquartered?
Its main office is in Phoenix, Arizona. It reports 2 offices in total and 26 employees, 14 of whom perform investment advisory functions.
How does Versant Capital Management, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Versant Capital Management, Inc. use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($1.2B); BNY Pershing ($418M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Versant Capital Management, Inc. a hybrid RIA with a broker-dealer?
Versant Capital Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Versant Capital Management, Inc. a fiduciary?
As an SEC-registered investment adviser, Versant Capital Management, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Versant Capital Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →