Versant Capital Management, Inc.

Versant Capital Management, Inc. (CRD# 131692) is a financial advisory firm headquartered in Phoenix, AZ. They manage $849,995,557 in 1,217 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    850
    MILLION
  • Total Number of Accounts
    1,217
    ACCOUNTS
  • Average Account Value
    $698,435
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, IL, MN, NE, NH, OR, TN, TX, WA

Financial Advisors at Versant Capital Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Anthony J. Calderon
CRD#: 6794612
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Anthony Calderon (CRD# 6794612) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry. Anthony Calderon 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
Sean D. Campbell
CRD#: 4055869
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Sean Campbell (CRD# 4055869) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 22 years of experience in the finance industry. Sean Campbell 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
Thomas J. Connelly
CRD#: 1487206
2394 E. Camelback Road, Suite 100, Phoenix, AZ 85016

Thomas Connelly (CRD# 1487206) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 36 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.

4
Megan M. Kawasaki-Mason
CRD#: 6244442
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Megan Kawasaki-Mason (CRD# 6244442) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.

5
Matthew H. Miller
CRD#: 4521171
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Matthew Miller (CRD# 4521171) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry. Matthew 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.

6
Elizabeth M. Shabaker
CRD#: 2925556
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Elizabeth Shabaker (CRD# 2925556) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 18 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.

7
Brandon J. Yee
CRD#: 6244473
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Brandon Yee (CRD# 6244473) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.

8
Austin D. Anthony
CRD#: 6337194
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Austin Anthony (CRD# 6337194) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry. Austin Anthony 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.

9
Logan Robertson
CRD#: 7370584
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Logan Robertson (CRD# 7370584) 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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