Royce
Ramey

Versant Capital Management, Inc

CRD#4751664
Investment Advisor
in Dallas, TX

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About this Advisor

Royce Ramey is a financial advisor based in Dallas, Texas, working with Versant Capital Management, Inc. Royce has previously held positions at Tolleson Private Wealth Management and Versant Capital Management, Inc. Royce has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Royce is part of Versant Capital Management, Inc, which operates out of Dallas, Texas. The firm has 1 office and 15 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 66, Chartered Financial Analyst

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

11700 Preston Road Ste 660 #199
Dallas, TX 75230

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Versant Capital Management, Inc Brokerage Details

Total Assets Under Management

$900,479,528

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

15

TX Average: 37
Total Number of Accounts

15,605

TX Average: 1,370
Average Account Size

$57,705

TX 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

Royce Ramey Work History

2023 - Present (1 year)

Versant Capital Management, Inc

2010 - 2023 (13 years)

Tolleson Private Wealth Management

Disclosures

Please visit the SEC profile of Royce Ramey 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
Brent Pressentin
Phoenix, AZ

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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