Versant Capital Management, Inc. logo

Versant Capital Management, Inc.

Updated today

Client assets under management

$1,446,962,821

Clients

466

67% high-net worth

Advisors

9

of 26 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$3,105,070

About

Versant Capital Management serves high‑net‑worth individuals, families, and related entities as well as institutional and charitable clients, offering discretionary and non‑discretionary portfolio management, comprehensive wealth management, financial planning, family office services, and related consulting. The firm manages portfolios in accordance with client‑specific investment policies developed through personal discussions and cash‑flow modeling.

Versant builds diversified portfolios across equity, fixed income, mutual funds, ETFs and alternative vehicles, and may allocate to unaffiliated independent managers or private and interval funds when appropriate to a client’s objectives and liquidity profile. The brochure notes use of third‑party mutual fund providers (including DFA, Stone Ridge and Cliffwater), consolidated reporting via Plaid, and explicit disclosure around the firm’s approach to borrowing and margin in client accounts.

Compared with many peer team firms, Versant discloses that it advertises third‑party ratings and explicitly addresses the use of borrowing in managed accounts, including the firm’s practice of treating margined assets as part of fee calculations and the attendant conflict of interest. The firm also highlights use of less liquid instruments—interval funds, private investment funds, and specialized cash programs—and outlines monitoring and due‑diligence procedures and proxy‑voting practices for those investments.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Wealth management Charitable giving & philanthropy Private / alternative investments

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat fees for consulting services on a mutually agreed upon basis

Percentage

$0.00 - $4,000,000.00: $40,000 base fee + 0.00% $4,000,001.00 - $5,000,000.00: $40,000 base fee + 1.00% $5,000,001.00 - $10,000,000.00: $50,000 base fee + 0.75% $10,000,001.00 - $15,000,000.00: $87,500 base fee + 0.50% $15,000,001.00 - $20,000,000.00: $112,500 base fee + 0.45% $20,000,001.00 - $35,000,000.00: $135,000 base fee + 0.40% $35,000,001.00 - $50,000,000.00: $195,000 base fee + 0.25% $50,000,001.00+: $232,500 base fee + 0.15%

Project-based

Hourly financial planning and consulting fees generally range from $400 to $800 per hour

Other

Account minimum: $4,000,000 Minimum fee: Minimum annual fee of $40,000 for comprehensive investment advisory, financial planning, and consulting services Fee-only: Fee-only basis for investment advisory and financial planning services

Main office location

Versant Capital Management, Inc.

2394 East Camelback Road, Suite 100

Phoenix AZ 85016-9260, United States

Number of offices

2

Most active in

Arizona · California · Florida · Illinois · Minnesota · Nebraska · New Hampshire · New York · North Carolina · Oregon · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brandon Y

Series 63, Series 65

Phoenix, AZ

Versant Capital Management, Inc.

Brandon Yee is a financial advisor at Versant Capital Management, Inc. in Phoenix, AZ, with 10 years of industry experience. He has been with Versant Capital Management since 2015. He holds the Series 63 and Series 65 licenses. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
user avatar

Bailey Y

Series 65

Phoenix, AZ

Versant Capital Management, Inc.

Bailey Yates is a financial advisor at Versant Capital Management, Inc. in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Versant, Yates worked in various roles including positions at Arizona State University and Bobby Q Great Steaks Real BBQ. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
user avatar

William M

CFP®

Dallas, TX

Versant Capital Management, Inc.

William Moore is a CFP® professional with experience at several financial firms, including Tolleson Wealth Management and Simmons Bank. He currently works at Versant Capital Management, Inc. in Dallas, TX. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, using diversified portfolios that include mutual funds, ETFs, separate managers, and private investment funds.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
user avatar

Elizabeth S

CFP®, Series 65

Phoenix, AZ

Versant Capital Management, Inc.

Elizabeth Shabaker is a CFP® with 22 years of industry experience and has been with Versant Capital Management, Inc. since 2010. She holds a Series 65 license and works out of Phoenix, AZ. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm offers both high-touch wealth management and an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
user avatar

Thomas C

CFP®, CFA®, Series 63, Series 65

Phoenix, AZ

Versant Capital Management, Inc.

Thomas Connelly is a CFP® and CFA® with 31 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also a shareholder and officer at Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management offers discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutions, and charitable clients. The firm combines personalized wealth management with an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
user avatar

Kenneth C

CFP®, Series 65

Phoenix, AZ

Versant Capital Management, Inc.

Kenneth Chavis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023. Prior to joining Versant, he held roles at Hightower Advisors LLC, Mercer Global Advisors Inc., Empirical Wealth Management, and Cordant Wealth Partners. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, offering diversified portfolios and adviser-only investment vehicles tailored to client needs.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
user avatar

Nicholas H

Series 65

Phoenix, AZ

Versant Capital Management, Inc.

Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
user avatar

Royce R

CFA®, Series 66

Phoenix, AZ

Versant Capital Management, Inc.

Royce Ramey is a CFA® charterholder with 18 years of industry experience. He is currently with Versant Capital Management, Inc., where he has worked since 2023, following a 13-year tenure at Tolleson Private Wealth Management. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional clients, and charitable entities. The firm combines personalized wealth management with an automated ETF-based program, using diversified portfolios that include mutual funds, separate managers, interval funds, and private investment funds.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
user avatar

Hayley S

Series 65

Dallas, TX

Versant Capital Management, Inc.

Hayley Singleton is a financial advisor at Versant Capital Management, Inc. in Dallas, TX, holding a Series 65 credential. She joined Versant in 2025 after completing her education at Texas Christian University and prior work at Springfield Catholic High School. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, employing a diversified investment approach that includes mutual funds, ETFs, separate managers, interval funds, and private investment funds.

Wealth management Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")