{
  "crd_number": 131692,
  "slug": "versant-capital-management-inc-phoenix-az-131692",
  "primary_business_name": "VERSANT CAPITAL MANAGEMENT, INC.",
  "legal_name": "VERSANT CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Phoenix",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-05-21",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1810752988.0,
  "raum_discretionary": 1510143274.0,
  "raum_non_discretionary": 300609714.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 26,
  "advisory_employees": 14,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 26893334.0,
      "count": 25
    },
    "individuals": {
      "raum": 89784522.0,
      "count": 156
    },
    "pension_profit_sharing": {
      "raum": 24385503.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 1357178299.0,
      "count": 310
    },
    "corporations_other_businesses": {
      "raum": 312511330.0,
      "count": 25
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "MN",
    "NC",
    "NE",
    "NH",
    "NY",
    "OR",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/VERSANTCAPITALMANAGEMENT",
    "https://instagram.com/VERSANTCAPITALMANAGEMENT",
    "https://linkedin.com/COMPANY/VERSANT-CAPITAL-MANAGEMENT-INC-",
    "https://linkedin.com/IN/BRANDONJYEE",
    "https://linkedin.com/IN/LAURA-COUNTISS-AA052B56",
    "https://linkedin.com/IN/LISA-GREVE-68611043",
    "https://linkedin.com/IN/TOMJCONNELLY",
    "https://linkedin.com/in/anthony-c-giordano",
    "https://linkedin.com/in/bailey-yates-747bb41a2",
    "https://linkedin.com/in/benjaminbarchilon",
    "https://linkedin.com/in/brittyn-russell-brender-cfp%C2%AE-cpwa%C2%AE-b676184",
    "https://linkedin.com/in/danielnevarez",
    "https://linkedin.com/in/denise-molina-51173084",
    "https://linkedin.com/in/elizabeth-shabaker-cfp?-cdc%3F-b54a7326%2F=",
    "https://linkedin.com/in/estelleyedynak",
    "https://linkedin.com/in/gena-aduddell-1bb9064a",
    "https://linkedin.com/in/hayley-singleton",
    "https://linkedin.com/in/jenniferwagonerkirksey",
    "https://linkedin.com/in/joelzimmerman2024",
    "https://linkedin.com/in/jose-perez-4700381b5",
    "https://linkedin.com/in/kenneth-chavis-iv-cfp?-65961842%2F=",
    "https://linkedin.com/in/kimberly-r-carvalho",
    "https://linkedin.com/in/maiya-tillman-4206b725b",
    "https://linkedin.com/in/nicholashayesfp",
    "https://linkedin.com/in/roycerameycfa",
    "https://linkedin.com/in/savannahfakhoury",
    "https://linkedin.com/in/stephanie-eiger-40133572",
    "https://linkedin.com/in/willmoore-",
    "https://tamethemoneymonkey.com",
    "https://theversantvoice.com",
    "https://versantcm.com",
    "https://x.com/BrandonJohnYee",
    "https://x.com/ConnellyTomAZ",
    "https://x.com/LauraCountiss27",
    "https://x.com/LizShabaker",
    "https://youtube.com/@versantcapitalmanagement244"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131692",
  "city_as_filed": "PHOENIX",
  "url": "https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692",
  "display_name": "Versant Capital Management, Inc.",
  "summary": "Versant Capital Management, Inc. is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Versant Capital Management, Inc. (CRD 131692): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Versant Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Versant Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Versant Capital Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $400 to $800 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Versant Capital Management, Inc. located?",
      "a": "Versant Capital Management, Inc.'s principal office is in Phoenix, AZ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Versant Capital Management, Inc. registered with the SEC or a state?",
      "a": "Versant Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131692."
    },
    {
      "q": "How much does Versant Capital Management, Inc. manage?",
      "a": "Versant Capital Management, Inc. reports $1,810,752,988 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (83% discretionary)."
    },
    {
      "q": "How have Versant Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Versant Capital Management, Inc.: Regulatory assets under management: $796,429,479 in the October 2021 data and $1,810,752,988 in the October 2026 data, up 127%. Total employees: 13 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Versant Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (310); individuals (other than high net worth individuals) (156); charitable organizations (25)."
    },
    {
      "q": "Which custodians does Versant Capital Management, Inc. use?",
      "a": "Versant Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Versant Capital Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131692"
    },
    {
      "q": "What changed in Versant Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 13 to 14. Regulatory assets under management went from $1,239,087,574 to $1,810,752,988 (+46%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 796429479.0,
      "total_employees": 13,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 849995557.0,
      "total_employees": 14,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 863585884.0,
      "total_employees": 18,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 900479528.0,
      "total_employees": 15,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1239087574.0,
      "total_employees": 17,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1810752988.0,
      "total_employees": 26,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 14.",
        "Regulatory assets under management went from $1,239,087,574 to $1,810,752,988 (+46%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in FL.",
        "No longer registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $400 to $800 an hour (financial planning and/or consulting services…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 to $800 an hour (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "Versant’s planning  and consulting fees are negotiable but generally range from $400 to $800  on an hourly rate  basis, depending on the level and scope of the service(s) required and the professional(s) rendering the service(s)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 400.0,
          "max": 800.0,
          "period": "hour",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        }
      ]
    },
    "quotes": [
      "Versant’s planning  and consulting fees are negotiable but generally range from $400 to $800  on an hourly rate  basis, depending on the level and scope of the service(s) required and the professional(s) rendering the service(s)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 156,
      "fewer_than_5": false,
      "raum": 89784522.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 310,
      "fewer_than_5": false,
      "raum": 1357178299.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 24385503.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 25,
      "fewer_than_5": false,
      "raum": 26893334.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 25,
      "fewer_than_5": false,
      "raum": 312511330.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131692",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}