Kenneth Chavis IV
CFP®Professional Summary
Kenneth Chavis IV, CFP®, who also goes by Kenneth Chavis, is a registered financial advisor currently at VERSANT CAPITAL MANAGEMENT, INC. located in Phoenix, Arizona. Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kenneth has worked at 4 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Kenneth joined LourdMurray in 2021 and has served clients in the wealth management industry since 2014. Kenneth’s experience includes advising business owners, executives, medial doctors, and top-ranking engineers of many Fortune 100 companies on the West Coast. Kenneth previously served clients as a financial advisor at a boutique multi-family office wealth management firm in Portland, Oregon and as a financial planner at a nationally recognized wealth management firm in Scottsdale, Arizona. Kenneth was named to...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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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Credentials
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
VERSANT CAPITAL MANAGEMENT, INC.
Contact Information
Main Address
2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260Phone Number
(602) 635-3760# of Employees
26SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,678AUM (Assets Under Management)
$1,810,752,988Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | Cover Page | Report |
| 11/11/2024 | Cover Page | Report |
| 10/24/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
VERSANT CAPITAL MANAGEMENT, INC.
State Registrations and Notice Filings
(6/7/2023)
(5/25/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Chavis IV's CRS (Customer Relationship Summary).
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