Vann Equity Management LLC

RIASEC Registered

Total AUM

$231M

Discretionary

$231M

100% of AUM

Avg account

$1.2M

Accounts

188

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 174239
Registered since: January 2, 2015
Website: vannequitymanagement.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.02%
Corporations / Businesses7.61%
Individuals6.43%
Charitable Organizations2.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Vann Equity Management LLC is an independent, limited liability investment adviser that is registered with the SEC (registered in 2015). The firm serves individuals and families as well as institutional clients and reports a mix of fee arrangements, including percentage-of-AUM billing plus hourly and fixed fees. Its Form ADV lists core advisory services as financial planning and portfolio management for individuals, small businesses and institutional entities, with pension consulting services also included among its offered services. The firm is identified as a domestic entity/individual ownership structure and is not positioned as a capital allocator. It does not identify as an active ESG investor.