Versant Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,446,962,821
Clients
466
Advisors
11
across 2 offices
About
Versant Capital Management serves high‑net‑worth individuals, families, and related entities as well as institutional and charitable clients, offering discretionary and non‑discretionary portfolio management, comprehensive wealth management, financial planning, family office services, and related consulting. The firm manages portfolios in accordance with client‑specific investment policies developed through personal discussions and cash‑flow modeling.
Versant builds diversified portfolios across equity, fixed income, mutual funds, ETFs and alternative vehicles, and may allocate to unaffiliated independent managers or private and interval funds when appropriate to a client’s objectives and liquidity profile. The brochure notes use of third‑party mutual fund providers (including DFA, Stone Ridge and Cliffwater), consolidated reporting via Plaid, and explicit disclosure around the firm’s approach to borrowing and margin in client accounts.
Compared with many peer team firms, Versant discloses that it advertises third‑party ratings and explicitly addresses the use of borrowing in managed accounts, including the firm’s practice of treating margined assets as part of fee calculations and the attendant conflict of interest. The firm also highlights use of less liquid instruments—interval funds, private investment funds, and specialized cash programs—and outlines monitoring and due‑diligence procedures and proxy‑voting practices for those investments.
Client services
Expertise
Occupation focus
Fee options
Flat fees for consulting services on a mutually agreed upon basis
$0.00 - $4,000,000.00: $40,000 base fee + 0.00% $4,000,001.00 - $5,000,000.00: $40,000 base fee + 1.00% $5,000,001.00 - $10,000,000.00: $50,000 base fee + 0.75% $10,000,001.00 - $15,000,000.00: $87,500 base fee + 0.50% $15,000,001.00 - $20,000,000.00: $112,500 base fee + 0.45% $20,000,001.00 - $35,000,000.00: $135,000 base fee + 0.40% $35,000,001.00 - $50,000,000.00: $195,000 base fee + 0.25% $50,000,001.00+: $232,500 base fee + 0.15%
Hourly financial planning and consulting fees generally range from $400 to $800 per hour
Account minimum: $4,000,000 Minimum fee: Minimum annual fee of $40,000 for comprehensive investment advisory, financial planning, and consulting services Fee-only: Fee-only basis for investment advisory and financial planning services
Main office
See office2394 East Camelback Road, Suite 100
Phoenix AZ 85016-9260
Advisors at this office
8
Offices (2)
Most active in
Arizona · California · Florida · Illinois · Minnesota · Nebraska · New Hampshire · New York · North Carolina · Oregon · Tennessee · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)