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VERSANT CAPITAL MANAGEMENT, INC.
CRD 131692 · SEC 801-63192
2394 EAST CAMELBACK ROAD, SUITE 100, PHOENIX, AZ, 85016-9260, United States
Phone
602-635-3760
Fax
602-926-2633
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.81B
Discretionary AUM
$1.51B
Team
26 total employees; 14 advisory reps; 9 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $89.8M |
| High net worth individuals | 310 | $1.36B |
| Pension/profit sharing plans | 5 | $24.4M |
| Charitable organizations | 25 | $26.9M |
| Corporations/business entities | 25 | $312.5M |
States served
AZ, CA, IL, MN, NE, NY, NC, OR, TN, WA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/VERSANTCAPITALMANAGEMENT/
- https://www.linkedin.com/in/hayley-singleton/
- https://www.linkedin.com/in/kenneth-chavis-iv-cfp®-65961842/
- https://x.com/ConnellyTomAZ
- HTTPS://WWW.LINKEDIN.COM/IN/TOMJCONNELLY/
- https://www.youtube.com/@versantcapitalmanagement244
- https://www.linkedin.com/in/maiya-tillman-4206b725b/
- https://www.linkedin.com/in/savannahfakhoury/
- https://www.linkedin.com/in/willmoore-/
- https://www.linkedin.com/in/estelleyedynak/
- https://www.linkedin.com/in/bailey-yates-747bb41a2/
- HTTP://WWW.THEVERSANTVOICE.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/VERSANT-CAPITAL-MANAGEMENT-INC-/
- https://www.linkedin.com/in/jose-perez-4700381b5/
- https://www.linkedin.com/in/denise-molina-51173084/
- https://x.com/BrandonJohnYee
- https://x.com/LizShabaker
- HTTPS://WWW.LINKEDIN.COM/IN/LISA-GREVE-68611043/
- HTTPS://WWW.LINKEDIN.COM/IN/LAURA-COUNTISS-AA052B56/
- HTTP://WWW.TAMETHEMONEYMONKEY.COM
- https://www.linkedin.com/in/nicholashayesfp/
- https://www.linkedin.com/in/elizabeth-shabaker-cfp®-cdc®-b54a7326/
- HTTPS://WWW.LINKEDIN.COM/IN/BRANDONJYEE/
- HTTPS://WWW.FACEBOOK.COM/VERSANTCAPITALMANAGEMENT/
- HTTP://WWW.VERSANTCM.COM
- https://www.linkedin.com/in/joelzimmerman2024/
- https://www.linkedin.com/in/kimberly-r-carvalho/
- https://www.linkedin.com/in/gena-aduddell-1bb9064a/
- https://www.linkedin.com/in/benjaminbarchilon/
- https://x.com/LauraCountiss27
- https://www.linkedin.com/in/anthony-c-giordano/
- https://www.linkedin.com/in/brittyn-russell-brender-cfp%C2%AE-cpwa%C2%AE-b676184/
- https://www.linkedin.com/in/danielnevarez/
- https://www.linkedin.com/in/roycerameycfa/
- https://www.linkedin.com/in/jenniferwagonerkirksey/
- https://www.linkedin.com/in/stephanie-eiger-40133572/
Official SEC filing: View on IAPD