Unclaimed Profile

Royce Creighton Ramey

VERSANT CAPITAL MANAGEMENT, INC.·PHOENIX, Arizona

Series 7, Series 66Clean record22 years registeredVERSANT CAPITAL MANAGEMENT, INC.

2394 EAST CAMELBACK ROAD, PHOENIX, AZ 85016-9260CRD# 4751664Firm CRD# 131692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Royce Creighton Ramey · PHOENIX, AZ

Registration

CRD #4751664 · VERSANT CAPITAL MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

VERSANT CAPITAL MANAGEMENT, INC.

Jul 2023 – present

TOLLESON PRIVATE WEALTH MANAGEMENT

Sep 2011 – Jul 2023

DALLAS, TX

GENSPRING FAMILY OFFICES, LLC

Feb 2008 – May 2010

GREENWICH, CT

INLIGN WEALTH MANAGEMENT, LLC

Jun 2006 – May 2008

PHOENIX, AZ

LINSCO/PRIVATE LEDGER CORP.

Jun 2004 – Oct 2004

RICHARDSON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERSANT CAPITAL MANAGEMENT, INC.

CRD 131692 · SEC 801-63192

AUM

$900M

Regulatory assets under management

Employees

15,605 client accounts

Services offered by VERSANT CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERSANT CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Royce Creighton Ramey offer?

Royce Creighton Ramey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Royce Creighton Ramey's credentials?

Royce Creighton Ramey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Royce Creighton Ramey located?

Royce Creighton Ramey is based in PHOENIX, Arizona, working with VERSANT CAPITAL MANAGEMENT, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Royce Creighton Ramey charge for services?

Royce Creighton Ramey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERSANT CAPITAL MANAGEMENT, INC.?

VERSANT CAPITAL MANAGEMENT, INC. has approximately 15 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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