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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2015
- Office Locations
- 2
Office Locations
About Vann Equity Management LLC
Vann Equity Management provides quantitative investment strategies and wealth management for institutional investors, independent financial advisors, high-net-worth family offices, and individuals. The firm builds model portfolios with rigorous risk management and offers financial planning and investment management. For advisors, it acts as a research and proprietary-models partner with dedicated support, emphasizing SEC-aligned compliance and fiduciary responsibility.
Team overview
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Platform
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Technology
Owner & Executives
JOHN ALLEN VANN
Chairman, Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #453172
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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KRISTEN ADELAIDE FUHRMAN
Financial Advisor
- CRD
- #6887424
MICHAEL RYAN HUGHES
President
- CRD
- #3188874
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,204,911 | $1,229,813 |
| Non-Discretionary | $0 | -- |
| Total | $231,204,911 | $1,229,813 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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