Kenneth
Chavis

Versant Capital Management, Inc

CRD#6334068
Investment Advisor
in Phoenix, AZ

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About this Advisor

Kenneth Chavis is a financial advisor based in Phoenix, Arizona, working with Versant Capital Management, Inc. Kenneth has previously held positions at Navy Exchange, Cordant Wealth Partners, Bank Of America, Merrill Lynch, Empirical Wealth Management, Mercer Global Advisors Inc, Hightower Advisors LLC, and Versant Capital Management, Inc. Kenneth has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Kenneth is part of Versant Capital Management, Inc, which operates out of Phoenix, Arizona. The firm has one office and fifteen employees. The firm manages assets totaling $900.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Versant Capital Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2394 East Camelback Road Suite 100
Phoenix, AZ 85016-9260

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Versant Capital Management, Inc Brokerage Details

Total Assets Under Management

$900,479,528

AZ Average: $1,555,372,352
Total Number of Employees

15

AZ Average: 37
Total Number of Accounts

15,605

AZ Average: 1,370
Average Account Size

$57,705

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Kenneth Chavis Work History

2023 - Present (1 year)

Versant Capital Management, Inc

2021 - 2023 (2 years)

Hightower Advisors LLC

2020 - 2021 (1 year)

Mercer Global Advisors Inc

2016 - 2020 (4 years)

Empirical Wealth Management

2015 - 2016 (1 year)

Cordant Wealth Partners

2015 - 2015 (< 1 year)

Bank Of America, Merril Lynch

2014 - 2015 (1 year)

Merrill Lynch

2014 - 2014 (< 1 year)

Merrill Lynch

2011 - 2015 (4 years)

Navy Exchange

Disclosures

Please visit the SEC profile of Kenneth Chavis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Versant Capital Management, Inc

Sarah Szczublewski
Phoenix, AZ
Kyle Irion
Phoenix, AZ
Brandon Yee
Phoenix, AZ
Austin Anthony
Phoenix, AZ
Bailey Yates
Phoenix, AZ
Kenneth Chavis
Phoenix, AZ
Elizabeth Shabaker
Phoenix, AZ
Royce Ramey
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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