VANNOY ADVISORY GROUP, INC.

RIASEC RegisteredEst. 2022
Total AUM
$172M
Discretionary
$172M
100% of AUM
Avg account
$687K
Accounts
251
Employees
2
Advisory reps
2

Firm details

Headquarters
AUSTIN, Texas
CRD number
145806
Registered since
May 13, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI99%
  • Individuals1%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • NEIL VANNOY

    PresidentCRD 4131344

  • SIMONE VANNOY

    Financial AdvisorCRD 5630921

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth