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VERSANT CAPITAL MANAGEMENT, INC.

PHOENIX, AZ · CRD 131692 · IAPD ↗ · tamethemoneymonkey.com · 602-635-3760

$1.81BRegulatory AUM
14Advisory reps
26Employees
9Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — VERSANT CAPITAL MANAGEMENT, INC. reported RAUM up 46% ($1.24B -> $1.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2026 — VERSANT CAPITAL MANAGEMENT, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — VERSANT CAPITAL MANAGEMENT, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — VERSANT CAPITAL MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — VERSANT CAPITAL MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — VERSANT CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($900.5M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
April 2024 — VERSANT CAPITAL MANAGEMENT, INC. notice-filed in NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — VERSANT CAPITAL MANAGEMENT, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.