Vann Equity Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 31, 2026, reports $231M in regulatory assets under management, 5 employees, 1 office, and 188 accounts.
Assets Under Management
$231M
Employees
5
Offices
1 office
Total Clients
188
Primary office
PLANO, TX
4975 PRESTON PARK BLVD #490, PLANO, TX, United States
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
94
2
Individuals
45.7%
86
3
Corporations
3.2%
6
4
Charitable
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of March 31, 2026
Discretionary100.0%
$231M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$231M
Total Accounts188
10Y AUM Change+$16M (+7.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change-25 (-83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.