VANN EQUITY MANAGEMENT LLC
Latest filing: Jun 09, 2025 (187 days ago)
AUM
$203,644,459
-71% change vs. 1 year ago
-71% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
0% change vs. 1 year ago
50% change vs. 3 years ago
100% change vs. 5 years ago
500% change vs. 10 years ago
Main Office
PLANO, TX
4975 PRESTON PARK BLVD #490, PLANO, TX, UNITED STATES, 75093
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 81 | $0.0 |
| Average Individual AUM | $153,168 | |
| HNW | 85 | $0.2 |
| Average HNW AUM | $1,988,956 | |
| Retail Total | 166 | $0.2 |
| Average Retail AUM | $1,093,180 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| U.S. BANCORP INVESTMENTS, INC. | SAINT PAUL-MN-USA | $0.5 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
| FOLIO INVESTMENTS, INC. | MCLEAN-VA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 60% | $0.1 |
| Equity Non-Exch | 4% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 18% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 13% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA MCKINNEY | PLANO | TX | S65|2022-04-30 | ||||||
| KEITH POWELL | PLANO | TX | S63|1991-06-14|S65|2005-02-22 | CERTIFIED FINANCIAL PLANNER | |||||
| RYAN MCDONALD | PLANO | TX | S63|1996-05-02|S66|2017-06-09 | ||||||
| JOHN VANN | PLANO | TX | S63|1984-04-18|S65|1993-05-17 | ||||||
| MICHAEL HUGHES | PLANO | TX | S63|2012-10-09|S65|2011-06-14 | ||||||
| RICHARD MAPLES | PLANO | TX | S65|2015-02-17 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 7 | -1 | -14% |
| 2024-04-02 | $0.7 | -$0.5 | -71% | 6 | 0 | 0% |
| 2023-04-04 | $0.6 | -$0.4 | -67% | 4 | 2 | 50% |
| 2022-04-01 | $0.7 | -$0.5 | -71% | 4 | 2 | 50% |
| 2021-04-05 | $0.6 | -$0.4 | -66% | 3 | 3 | 100% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 3 | 3 | 100% |
| 2019-04-01 | $0.0 | $0.2 | 565% | 35 | -29 | -83% |
| 2018-04-02 | $0.1 | $0.1 | 173% | 32 | -26 | -81% |
| 2017-04-01 | $0.2 | $0.0 | -6% | 30 | -24 | -80% |
| 2016-04-01 | $0.3 | $0.0 | -19% | 33 | -27 | -82% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 1 | 5 | 500% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, LA-04/28/2015, TX-01/02/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV