Versant Capital Management, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 131692
· SEC file 801-63192
· Phoenix, AZ
· WWW.INSTAGRAM.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.8B
- Discretionary
- $1.5B
- Clients
- 521
- Avg AUM / client
- $3.5M
- Accounts
- 1,678
- Employees
- 26
AUM over time
$339M
$1.8B
Nov 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 156 | $89.8M | 4.96% |
| High net worth individuals | 310 | $1.4B | 75.0% |
| Pension and profit sharing plans | 5 | $24.4M | 1.35% |
| Charitable organizations | 25 | $26.9M | 1.49% |
| Corporations and other businesses | 25 | $313M | 17.3% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Joseph Connelly | Chief Investment Officer | CFP CFA | Mar 2004 (22y) | Less than 5% |
| Elizabeth Mollie Shabaker | Co Chief Executive Officer, Chief Compliance Officer, Principal | CFP | Aug 2010 (16y) | Less than 5% |
| Royce Creighton Ramey | Trustee | CFA | Mar 2014 (12y) | Less than 5% |
| Williams Ramey, Aimee, Lynn | Trustee | Mar 2014 (12y) | GP / trustee / elected manager of Remington Revocable Trust U/A Dtd 3/28/2014 (indirect) | |
| Brandon John Yee | Registered representative | Oct 2015 (11y) | ||
| Kenneth Chavis | Registered representative | CFP | May 2023 (3y) | |
| Bailey Edward Yates | Registered representative | Dec 2023 (3y) | ||
| William Moore | Registered representative | CFP | May 2025 (1y) | |
| Nicholas Hamrick Hayes | Registered representative | Jun 2025 (1y) | ||
| Hayley Singleton | Registered representative | Feb 2026 (0y) | ||
| Brittyn Russell Brender | Registered representative | CFP | Apr 2026 (0y) | |
| Benjamin Scott Barchilon | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Elizabeth M. Shabaker Revocable Trust U/A Dtd 07/19/2013 | Shareholder | Jul 2013 | A | 50% – 75% |
| Remington Revocable Trust U/A Dtd 3/28/2014 | Shareholder | Jul 2023 | A | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (65% of AUM) Mar 2026
- Pershing $418M (23% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗