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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

ROYCE CREIGHTON RAMEY

Advisor at VERSANT CAPITAL MANAGEMENT, INC.

DALLAS, TX | PHOENIX, AZ

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Search this name across graphsid dfx:ria:450cf53d-b028-aadf-1023-8fa958c7e93a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Jun 2, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Royce Creighton Ramey

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERSANT CAPITAL MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: May 29, 2004
First registration: Jun 2, 2004
Dual registered: no
Other names: ROYCE RAMEY
IAPD individual key: 4751664

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERSANT CAPITAL MANAGEMENT, INC.	Independent wealth	Jul 18, 2023	n/a	yes	DALLAS, TX\|PHOENIX, AZ	Current employment
TOLLESON PRIVATE WEALTH MANAGEMENT	Mixed wealth	Sep 19, 2011	Jul 17, 2023	no	DALLAS, TX	Previous registration
GFO ADVISORY SERVICES, LLC	Asset manager	Feb 27, 2008	May 14, 2010	no	GREENWICH, CT	Previous registration
INLIGN WEALTH MANAGEMENT, LLC	n/a	Jun 20, 2006	May 1, 2008	no	PHOENIX, AZ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 2, 2004	Oct 4, 2004	no	RICHARDSON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TOLLESON PRIVATE WEALTH MANAGEMENT	VERSANT CAPITAL MANAGEMENT, INC.	Jul 17, 2023	Jul 18, 2023	1	Firm change	RIA to RIA
GFO ADVISORY SERVICES, LLC	TOLLESON PRIVATE WEALTH MANAGEMENT	May 14, 2010	Sep 19, 2011	493	Firm change after gap	Other
INLIGN WEALTH MANAGEMENT, LLC	GFO ADVISORY SERVICES, LLC	May 1, 2008	Feb 27, 2008	-64	Firm change after gap	Other
LPL FINANCIAL LLC	INLIGN WEALTH MANAGEMENT, LLC	Oct 4, 2004	Jun 20, 2006	624	Firm change after gap	Other

Relationships

Registered with (5)

→ VERSANT CAPITAL MANAGEMENT, INC.Registered adviserregistration: current employment
Jul 18, 2023 to presentfactForm ADV
→ TOLLESON PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 19, 2011 to Jul 17, 2023factForm ADV
→ GFO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 27, 2008 to May 14, 2010factForm ADV
→ INLIGN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 20, 2006 to May 1, 2008factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 2, 2004 to Oct 4, 2004factForm ADV

Dated events

Occurred
Jul 17, 2023
Advisor changed firm
Royce Creighton Ramey left Tolleson Private Wealth Management for Versant Capital Management, Inc. (registered 2023-07-18)
Form ADVobserved 5 days ago