VANN Equity Management LLC
SEC RegisteredSophisticated Portfolio Solutions
About the firm
Vann Equity Management is a trusted investment advisory firm dedicated to delivering strategic, data-driven solutions for individuals, families, advisors, and institutions. They combine disciplined research, thoughtful portfolio construction, and personalized guidance to help clients build long-term confidence, clarity, and financial growth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services including disciplined portfolio construction, proprietary quantitative modeling to identify growth opportunities, superior analytics to identify companies with strong financial characteristics, and personalized guidance aimed at generating alpha over a complete market cycle.
Who they serve
Individuals, families, advisors, and institutions, including both institutional and individual investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $15M |
| High Net Worth Individuals | 94 | $192M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $249,999 | 1.25% |
| $250,000 - $499,999 | 1.15% |
| $500,000 - $749,999 | 1.10% |
| $750,000 - $999,999 | 1.00% |
| $1,000,000 - $2,999,999 | 0.95% |
| $3,000,000 - $4,999,999 | 0.90% |
| Over $5,000,000 | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VANN Equity Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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