# Versant Capital Management, Inc.

> 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.

- CRD: 131692
- Filed as: VERSANT CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131692
- AdvisorCensus page: https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692

## Quick answers

**How is Versant Capital Management, Inc. compensated?**
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).

**How much does Versant Capital Management, Inc. charge?**
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.

**Where is Versant Capital Management, Inc. located?**
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).

**Is Versant Capital Management, Inc. registered with the SEC or a state?**
Versant Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131692.

**How much does Versant Capital Management, Inc. manage?**
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).

**How have Versant Capital Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Versant Capital Management, Inc. serve?**
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).

**Which custodians does Versant Capital Management, Inc. use?**
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.

**Does Versant Capital Management, Inc. report any disciplinary disclosures?**
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

**What changed in Versant Capital Management, Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Hourly rate: $400 to $800 an hour (financial planning and/or consulting services…)

> 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).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,810,752,988
- Discretionary: $1,510,143,274
- Non-discretionary: $300,609,714

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $89,784,522 |
| High net worth individuals | 310 | $1,357,178,299 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $24,385,503 |
| Charitable organizations | 25 | $26,893,334 |
| Corporations or other businesses not listed above | 25 | $312,511,330 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 26 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MN, NC, NE, NH, NY, OR, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- tamethemoneymonkey.com
- theversantvoice.com
- versantcm.com
- Facebook @VERSANTCAPITALMANAGEMENT
- Instagram @VERSANTCAPITALMANAGEMENT
- LinkedIn @VERSANT-CAPITAL-MANAGEMENT-INC-
- LinkedIn @BRANDONJYEE
- LinkedIn @LAURA-COUNTISS-AA052B56
- LinkedIn @LISA-GREVE-68611043
- LinkedIn @TOMJCONNELLY
- LinkedIn @anthony-c-giordano
- LinkedIn @bailey-yates-747bb41a2
- LinkedIn @benjaminbarchilon
- LinkedIn @brittyn-russell-brender-cfp®-cpwa®-b676184
- LinkedIn @danielnevarez
- LinkedIn @denise-molina-51173084
- LinkedIn @elizabeth-shabaker-cfp
- LinkedIn @estelleyedynak
- LinkedIn @gena-aduddell-1bb9064a
- LinkedIn @hayley-singleton
- LinkedIn @jenniferwagonerkirksey
- LinkedIn @joelzimmerman2024
- LinkedIn @jose-perez-4700381b5
- LinkedIn @kenneth-chavis-iv-cfp
- LinkedIn @kimberly-r-carvalho
- LinkedIn @maiya-tillman-4206b725b
- LinkedIn @nicholashayesfp
- LinkedIn @roycerameycfa
- LinkedIn @savannahfakhoury
- LinkedIn @stephanie-eiger-40133572
- LinkedIn @willmoore-
- X @BrandonJohnYee
- X @ConnellyTomAZ
- X @LauraCountiss27
- X @LizShabaker
- YouTube @versantcapitalmanagement244

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $796,429,479 | 13 | March 29, 2021 |
| October 2022 | $849,995,557 | 14 | March 30, 2022 |
| October 2023 | $863,585,884 | 18 | July 27, 2023 |
| October 2024 | $900,479,528 | 15 | March 29, 2024 |
| October 2025 | $1,239,087,574 | 17 | July 9, 2025 |
| October 2026 | $1,810,752,988 | 26 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### January 2026
- Registered or notice-filed in FL.
- No longer registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Versant Capital Management, Inc. (CRD 131692): Form ADV filing data as of October 2026.