Royce C. Ramey

VERSANT CAPITAL MANAGEMENT

DALLAS, TX 75230

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CRD#: 4751664

Professional summary

Royce Creighton Ramey, CFA, who also goes by Royce Ramey, is a registered financial advisor currently at VERSANT CAPITAL MANAGEMENT, INC. located in Dallas, Texas.

Royce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Royce has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Royce Ramey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Royce Creighton Ramey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

July 18, 2023 - Present

VERSANT CAPITAL MANAGEMENT, INC.

Office #1: 11700 Preston Road Ste 660 #199, Dallas, TX 75230Office #2: 2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260

RIA

CRD#: 131692

DALLAS, TX

Past

September 19, 2011 - July 17, 2023

TOLLESON PRIVATE WEALTH MANAGEMENT

RIA

CRD#: 111838

DALLAS, TX

Past

February 27, 2008 - May 14, 2010

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

GREENWICH, CT

Past

June 20, 2006 - May 1, 2008

INLIGN WEALTH MANAGEMENT, LLC

RIA

CRD#: 120747

PHOENIX, AZ

Past

May 15, 2006 - December 3, 2007

INLIGN FINANCIAL, LLC

CRD#: 124576

PHOENIX, AZ

Past

June 2, 2004 - October 4, 2004

LPL FINANCIAL LLC

RIA

CRD#: 6413

RICHARDSON, TX

Past

May 13, 2004 - October 4, 2004

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERSANT CAPITAL MANAGEMENT, INC.

CRD#: 131692 / SEC#: 801-63192

RIA

Registered Investment Advisory firm - (5/21/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/30/2023)

IAR

Texas
(7/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/29/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/12/2004

General Securities Representative Examination

Current Firm

VERSANT CAPITAL MANAGEMENT, INC.

CRD#: 131692 / SEC#: 801-63192

RIA

Registered Investment Advisory firm - (5/21/2004 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(602) 635-3760

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,442
AUM (Assets Under Management)	$ 1,239,087,574

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2024	Cover Page	Report
10/24/2023	Cover Page	Report
11/15/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Royce C. Ramey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Royce Creighton Ramey's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOLLESON PRIVATE WEALTH MANAGEMENT

GFO ADVISORY SERVICES, LLC

INLIGN WEALTH MANAGEMENT, LLC

INLIGN FINANCIAL, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

VERSANT CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/29/2004

Series 7

Date: 5/12/2004

Current Firm

VERSANT CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERSANT CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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