VANNOY ADVISORY GROUP, INC.
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 145806
- Registered since
- May 13, 2022
- Website
- vannoyadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI99%
- Individuals1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vannoy Advisory Group, Inc. is an independent registered investment adviser that provides financial planning and discretionary portfolio management primarily for individual and family clients, as well as small businesses. The firm is structured as a corporation with individual ownership and is SEC-registered (2022). Its typical billing combines a percentage-of-assets-under-management fee with the option for hourly charges. Vannoy Advisory Group is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not described as a multi-state or related adviser in the available filings.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
2 of 2NEIL VANNOY
PresidentCRD 4131344
SIMONE VANNOY
Financial AdvisorCRD 5630921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 5900 Balcones Dr
- Time zone
- CT (UTC-6)
- Office locations
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