Vann Equity Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and tax planning.
Vann Equity Management reports 188 clients. They include 94 high-net-worth individuals, 86 individual clients, and 6 corporations and other businesses. Of its assets, 100.0% ($231M across 188 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 6% |
| High-net-worth individuals | 50% | 83% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | 3% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 86 | $14.9M | 6.4% | $173K |
| High-net-worth individuals | 94 | $192M | 83.0% | $2.04M |
| Charitable organizations | 2 | $6.8M | 2.9% | $3.4M |
| Corporations and other businesses | 6 | $17.6M | 7.6% | $2.93M |
| Total | 188 | $231M | 100% | $1.23M |
- Clients
- 86
- Regulatory AUM
- $14.9M
- AUM share
- 6.4%
- Avg. per client
- $173K
- Clients
- 94
- Regulatory AUM
- $192M
- AUM share
- 83.0%
- Avg. per client
- $2.04M
- Clients
- 2
- Regulatory AUM
- $6.8M
- AUM share
- 2.9%
- Avg. per client
- $3.4M
- Clients
- 6
- Regulatory AUM
- $17.6M
- AUM share
- 7.6%
- Avg. per client
- $2.93M
Total
- Clients
- 188
- Regulatory AUM
- $231M
- AUM share
- 100%
- Avg. per client
- $1.23M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Vann Equity Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Broad-based financial planning is a fixed fee of $1,000 to $20,000; specific services are $350 an hour. Consulting fees are negotiable.
- Retirement Plan Services
- Retirement plan service fees are negotiated case by case with each client and set out in the Retirement Plan Services Agreement.
- Special Projects
- Non-discretionary per-project services requested by clients are charged $250 an hour, billed quarterly.
Vann Partners LLC owns 75% or more of Vann Equity Management and is in turn owned by The Jav 2020 Irrevocble Trust (75% or more). It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 75% or more of Vann Equity Management LLC
Vann Partners LLC
Control person · since December 2019
- Owns 75% or more of Vann Partners LLC
The Jav 2020 Irrevocble Trust
Control person · since November 2020
Stephen Salewski
Trustee · since November 2020
Vann Equity Management’s regulatory assets fell from $603M (June 2021) to $231M (March 2026); clients rose from 36 to 188 and employees from 3 to 5. In 2023, The Hughes Group Wealth Management Partners joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $231M | 188 | 5 | 2 |
| Jun 2025June 2025 | $204M | 174 | 6 | 2 |
| Jun 2024June 2024 | $701M | 108 | 6 | 2 |
| Aug 2023August 2023 | $610M | 89 | 4 | 2 |
| Apr 2022April 2022 | $700M | 57 | 4 | 1 |
| Jun 2021June 2021 | $603M | 36 | 3 | 1 |
Firms that joined
20231 joined
- The Hughes Group Wealth Management PartnersNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Vann Equity Management has 1 office, with 2 listed addresses in 1 state.
Texas · 2 listed addresses
- 4975 Preston Park BLVD #490, PlanoHQ
- 11824 Jollyville RD., Suite 500, Austin
Other business names
Vann Equity Management has reported 1 other business name to the SEC.
- Austin Wealth Specialsts
Contact and registration details
- Legal name
- Vann Equity Management LLC
- Headquarters
- 4975 Preston Park BLVD #490, Plano, TX 75093
- Website
- vannequitymanagement.com
- Phone
- 214-983-0346
- @93427226
- SEC file
- 801-80766
- Structure
- Texas LLC
- Fiscal year end
- December
Vann Equity Management’s named custodians for separately managed accounts are Folio Investments ($116M, 51%) and Charles Schwab ($111M, 49%). Vann Equity Management has custody of $5.23M for 88 clients.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $116M51%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $111M49%
At year end, Vann Equity Management’s separately managed accounts were mostly in stocks (65%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $165M across 168 positions; the largest are Nvidia Corporation (7.6%), Alphabet Inc. (4.8%) and Apple Inc. (4.6%).
What the accounts hold
- Stocks65%
- Exchange-traded equities62%
- Non-exchange-traded equities3%
- Funds13%
- Bonds18%
- Cash4%
How many clients does Vann Equity Management have?
Vann Equity Management has 188 clients and manages $231 million for them, as of March 2026. They include 94 high-net-worth individuals, 86 individual clients, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Vann Equity Management offer?
Vann Equity Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Vann Equity Management use?
Vann Equity Management’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $116M and Charles Schwab & Co., Inc. (San Francisco, CA), with $111M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Vann Equity Management have?
Vann Equity Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vann Equity Management invest in?
At the end of its last fiscal year, Vann Equity Management’s separately managed accounts held 62% exchange-traded equities, 18% investment grade corporate bonds, 13% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 3% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vann Equity Management?
Vann Equity Management’s direct owner is Vann Partners LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Vann Equity Management get paid?
Vann Equity Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Vann Equity Management?
Vann Equity Management’s main office is at 4975 Preston Park BLVD #490, Plano, TX 75093. Its phone number is 214-983-0346. Its website is vannequitymanagement.com.