Versa Capital
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Overview
Versa Capital operates as an advisory company located in Philadelphia, Pennsylvania. Versa Capital administers $330.1 million in assets under management throughout seven accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. Versa Capital does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like equities, options and bonds.
Versa Capital manages all of its client assets in a discretionary manner. Discretionary management means that transaction decisions are made by a portfolio manager without needing client authorization. The company administers about $47.2 million for every account. The average financial advisor at Versa Capital manages around two client accounts, placing it among the most personalized advisor firms in the country.
Versa Capital's headquarters is at 1801 Market Street, Suite 2525, Philadelphia, Pennsylvania 19103-1610. It is allowed to serve investors in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Versa Capital by the Numbers
$330.1 million
4
7
$47.2 million
Fee Structure
Financial management fees largely depend on which services the firm provides the client. Fee types charged by the firm can consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Versa Capital provides services to pooled investment vehicles. Out of its seven customers, Versa Capital's largest client group by number of accounts is pooled investment vehicles. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Versa Capital does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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