$172.4M Total AUM
$172.4M Disc. AUM
14.4% 3Y CAGR
2 Employees
54 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2008
- Office Locations
- 1
Office Locations
5900 Balcones Drive Suite 21610 Austin TX
About Vannoy Advisory Group, Inc.
Vannoy Advisory Group is an Austin-based, independent, fee-only fiduciary RIA providing financial planning and portfolio guidance for individuals and families. The practice invests primarily with public funds and ETFs and can custody with Charles Schwab. Remote-friendly engagement and availability outside typical business hours make it easy to work with clients anywhere.
Team overview
-- AVG AGE
$172.4M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
18 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
NEIL RAY VANNOY
Advisor, President
- CRD
- #4131344
- Ownership
- 50% but less than 75%
Available
Available
Available
SIMONE ANDREA VANNOY
Advisor, Chief Compliance Officer, Secretary, TREASURER
- CRD
- #5630921
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,437,655 | $687,003 |
| Non-Discretionary | $0 | -- |
| Total | $172,437,655 | $687,003 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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