Bailey Edward Yates

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 07/2026
  Versant Capital Management, Inc.
  Phoenix, AZ
• 08/2019 → 05/2022
  Arizona State University
  Tempe, AZ
• 08/2018 → 08/2019
  Paradise Valley Community College
  Phoenix, AZ
• 08/2016 → 02/2018
  University Of Arizona
  Tuscon, AZ
• 06/2022 → 10/2022
  Versant Capital Management
  Phoenix, AZ
• 08/2019 → 09/2022
  Bobby Q Great Steaks Real Bbq
  Phoenix, AZ
• 02/2019 → 08/2019
  Homegoods
  Scottsdale, AZ
• 02/2018 → 08/2018
  Web.cOm
  Scottsdale, AZ
• 08/2026 → Present
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2023-12-05 → 2026-07-23
  Versant Capital Management, Inc.
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-04