KENNETH CHAVIS
VERSANT CAPITAL MANAGEMENT | Wealth Advisor
Phoenix, AZ 85016-9260
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CRD#: 6334068
Professional summary
KENNETH CHAVIS, 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.
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 Investopedia’s Top 100 Financial Advisor list in 2022 and recognized as a 50 Under 50 awardee by the Association of African American Financial Advisors in 2021 and 2020. The list recognizes the most influential Black and African American financial professionals in the country.
Kenneth has been interviewed on national television on the topics of personal finance, investing and the economy. He has also been quoted in financial media publications including Business Insider, Wall Street Journal, TIME/NextAdvisor, Nasdaq, MarketWatch, NerdWallet, Bankrate, and MoneyGeek.
Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Certificate in Financial Planning from Boston University, and earned a Bachelor of Science in Business Economics from Hawaii Pacific University where he graduated summa cum laude.
Kenneth is a Member of the Financial Planning Association and is an Advisory Member of the Association of African American Financial Advisors.
Question & Answer
What are your service offerings?
Business Succession Planning
Tax Planning
Socially Responsible Investing
Life Transitions
Inheritance
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Kenneth Chavis
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.
CRS (Client Relationship Summary) - RIA
Click below to view KENNETH CHAVIS's 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®
CFP®
Start date: 2019
Experience
Current
May 25, 2023 - Present
VERSANT CAPITAL MANAGEMENT, INC.
Office #1: 2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260RIA
CRD#: 131692
Phoenix, AZ
Past
March 8, 2021 - May 31, 2023
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Los Angeles, CA
Past
February 9, 2021 - March 1, 2021
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
SCOTTSDALE, AZ
Past
January 8, 2018 - May 12, 2020
EMPIRICAL WEALTH MANAGEMENT
RIA
CRD#: 152622
Portland, OR
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".
VC
VERSANT CAPITAL MANAGEMENT, INC.
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(6/7/2023)
IAR
Texas(5/25/2023)
Current Firm
VC
VERSANT CAPITAL MANAGEMENT, INC.
VERSANT CAPITAL MANAGEMENT, INC.
CRD#: 131692 / SEC#: 801-63192
RIA
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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
17
SEC notice filing (13 States and Territories)
Documents
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 | ||
| 10/24/2023 | ||
| 11/15/2022 |
Red Flags
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