Versant Capital Management, Inc.

Versant Capital Management, Inc. (CRD# 131692) is a financial advisory firm headquartered in Phoenix, AZ. They manage $595,207,090 in 864 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    595
    MILLION
  • Total Number of Accounts
    864
    ACCOUNTS
  • Average Account Value
    $688,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, MN, NE, NH, TN, TX, WA

Financial Advisors at Versant Capital Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Thomas J. Connelly
CRD#: 1487206
2425 East Camelback Road, Suite 950, Phoenix, AZ 85016
96
Wealthminder
score

Thomas Connelly (CRD# 1487206) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 30 years of experience in the finance industry. Thomas Connelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Norman E. Miller
CRD#: 4557437
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016
96
Wealthminder
score

Norman Miller (CRD# 4557437) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry. Norman Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Elizabeth M. Shabaker
CRD#: 2925556
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016
96
Wealthminder
score

Elizabeth Shabaker (CRD# 2925556) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 12 years of experience in the finance industry. Elizabeth Shabaker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Erin B. Itkoe
CRD#: 4816412
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016
93
Wealthminder
score

Erin Itkoe (CRD# 4816412) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 12 years of experience in the finance industry.

5
Brandon J. Yee
CRD#: 6244473
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016
89
Wealthminder
score

Brandon Yee (CRD# 6244473) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.

6
Allison L. Bressi
CRD#: 4717220
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016
87
Wealthminder
score

Allison Bressi (CRD# 4717220) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.

7
Trevor R. Scheid
CRD#: 6558226
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016
87
Wealthminder
score

Trevor Scheid (CRD# 6558226) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.

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