Versant Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 31, 2026, reports $1.8B in regulatory assets under management, 26 employees, 1 office, and 1,678 accounts.
Assets Under Management
$1.8B
Employees
26
Offices
1 office
Total Clients
521
Primary office
PHOENIX, AZ
2394 EAST CAMELBACK ROAD, SUITE 100, PHOENIX, AZ, United States
Top client segmentHNWI represent 59.5% of total clients.
Top client categories% of clientsClients
1
HNWI
59.5%
310
2
Individuals
29.9%
156
3
Charitable
4.8%
25
4
Corporations
4.8%
25
5
Pension Plans
1.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 31, 2026
Discretionary83.4%
$1.5B
83% of total RAUM83.4%
Non-discretionary16.6%
$301M
17% of total RAUM16.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts1,678
10Y AUM Change+$1.2B (+190.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee20:1
10Y Employee Change+14 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.