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 31 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 16 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 13 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 13 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 4 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.