Dallas, TX Oak Lawn Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Versant Capital Management, Inc.
Team
Firm-wide stats for Versant Capital Management, Inc.
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.
Based on Versant Capital Management, Inc.
Expertise
Based on Versant Capital Management, Inc.
Location
3838 Oak Lawn Avenue, Suite 900
Dallas TX 75219
Advisors at this office
3
Advisors at this office
William M
CFP®
Dallas, TX
Versant Capital Management, Inc.
William Moore is a CFP® professional at Versant Capital Management, Inc. in Dallas, TX, with one year of industry experience. Prior to joining Versant, he held positions at Tolleson Wealth Management, Simmons Bank, and several other firms. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and family office services. The firm builds diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and alternative investments.
Brittyn B
CFP®, Series 66
Dallas, TX
Versant Capital Management, Inc.
Brittyn Brender is a CFP® with six years of industry experience currently serving at Versant Capital Management, Inc. She previously worked at Tolleson Wealth Management and Argent Trust. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients with discretionary and non-discretionary portfolio management, wealth management, and family office services. The firm constructs diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and less liquid instruments.
Hayley S
Series 65
Dallas, TX
Versant Capital Management, Inc.
Hayley Singleton is a financial advisor at Versant Capital Management, Inc. in Dallas, TX, holding a Series 65 credential. She joined Versant in 2025 after completing her education at Texas Christian University and prior work at Springfield Catholic High School. Versant Capital Management provides discretionary and non-discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, employing a diversified investment approach that includes mutual funds, ETFs, separate managers, interval funds, and private investment funds.
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