VANN INVESTMENTS LLC

Overview

Vann Investments LLC is a small, owner-run advisory firm that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm leans heavily toward publicly traded equities as its primary allocation, using exchange-traded instruments to deliver liquid, cost-effective exposure. Fee billing is a straightforward percentage of assets under management, and the adviser does not position itself as an ESG-focused manager or a multi-state pension consultant. Investment activity centers on equity-centric strategies rather than fixed-income or institutional mandates. Given the concentration in exchange-traded equities and custody relationships with mainstream retail platforms, the firm appears to favor scalable, easily traded holdings and managed account structures that accommodate personalized but straightforward equity allocations.

Assets & Accounts

Public Holdings

Location & Offices