Versant Capital Management, Inc.

Versant Capital Management, Inc. (CRD# 131692) is a financial advisory firm headquartered in Phoenix, AZ. They manage $871,194,436 in 1,359 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    871
    MILLION
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $641,056
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, TN, TX, WA

Financial Advisors at Versant Capital Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Kathie J. Barnes
CRD#: 1201212
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Kathie Barnes (CRD# 1201212) 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. Kathie Barnes 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 20 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 33 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
Larissa K. Grantham
CRD#: 5436346
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Larissa Grantham (CRD# 5436346) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry. Larissa Grantham 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.

5
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 6 years of experience in the finance industry.

6
Brian T. Poe
CRD#: 4585582
2394 East Camelback Road, Suite 100, Phoenix, AZ 85016

Brian Poe (CRD# 4585582) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry. Brian Poe 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
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 16 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.

8
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 6 years of experience in the finance industry.

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