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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vann Equity Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vann Equity Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vann Equity Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vann Equity Management get paid?","answer":"Vann Equity Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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