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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VANN EQUITY MANAGEMENT LLC

CRD 174239

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f15a05b-3c39-dc49-2d43-0b49f19b7dce

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 50
Dated events: 16
On other graphs: 0
Observed: Dec 15, 2014 to Mar 31, 2026
59 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $231MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $231M
Private client RAUM: $207MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $38.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 188
Individual clients: 86
High net worth clients: 94
Custody, client assets: $5.2M
SEC number: 801-80766
CRD: 174239
Filings on the tape: 59
First filed: Dec 15, 2014
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, TX
Website: vannequitymanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN ALLEN VANN	n/a	PLANO, TX	6	42	5	no
RYAN LANE MCDONALD	n/a	PLANO, TX	4	30	3	no
KEITH DOW POWELL	Certified Financial Planner	PLANO, TX \| Austin, TX	3	35	9	yes
MICHAEL RYAN HUGHES	n/a	Austin, TX	2	43	6	no
Julie Kay Nielsen	n/a	PLANO, TX	2	14	3	no
KRISTEN ADELAIDE FUHRMAN	n/a	Austin, TX	0	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
McKinney, Cynthia, Lanese	CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER	Na	yes	01/2023	Mar 17, 2023	Dec 19, 2024
THE JAV 2020 IRREVOCBLE TRUST	Member	E	yes	11/2020	Mar 31, 2021	Dec 19, 2024
VANN PARTNERS LLC	Owner	E	yes	12/2019	Apr 22, 2022	Dec 19, 2024
Salewski, Stephen	Trustee	F	no	11/2020	Jun 25, 2021	Dec 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Austin	TX	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$231M	$231M	5	5	1	n/a	n/a
2024	Mar 26, 2025	$204M	$204M	7	7	1	n/a	n/a
2023	Mar 27, 2024	$701M	$701M	6	6	1	n/a	n/a
2022	Mar 17, 2023	$610M	$610M	4	4	0	n/a	n/a
2021	Mar 29, 2022	$700M	$700M	4	3	0	n/a	n/a
2020	Mar 31, 2021	$603M	$603M	3	1	0	n/a	n/a
2019	Apr 1, 2020	$465M	$465M	4	2	0	n/a	n/a
2018	Mar 31, 2019	$30.6M	$30.6M	35	23	11	n/a	n/a
2017	Mar 29, 2018	$74.6M	$74.6M	32	25	11	n/a	n/a
2016	Feb 8, 2017	$216M	$216M	30	30	n/a	n/a	n/a
2015	Mar 17, 2016	$251M	$251M	33	30	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$231M	$204M	13.5%	$610M	-27.6%	5	7	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BROOKSTONE CAPITAL MANAGEMENT LLC	3	Mar 29, 2019	Sep 24, 2018	SNELLVILLE, GA	Team lift out	RIA to RIA	42.9%
ADVISORY SERVICES NETWORK	5	Apr 4, 2018	Aug 9, 2017	GAINESVILLE, GA	Team lift out	RIA to RIA	41.7%
CUTTER FINANCIAL GROUP LLC	3	Feb 21, 2018	Oct 18, 2017	E FALMOUTH, MA	Team lift out	Other	18.8%
CLOUD INVESTMENTS, LLC	2	Jan 14, 2016	Jan 29, 2016	HUNTSVILLE, AL	Team lift out	Other	10.5%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PER STIRLING CAPITAL MANAGEMENT, LLC	2	Nov 12, 2021	Nov 23, 2021	AUSTIN, TX	Team lift out	Other	8.0%
HORTER INVESTMENT MANAGEMENT, LLC	2	Jun 16, 2015	May 6, 2015	GAINESVILLE, GA	Team lift out	Other	1.7%
HORTER INVESTMENT MANAGEMENT, LLC	2	Jun 16, 2015	May 6, 2015	CINCINNATI, OH	Team lift out	Other	1.7%
HORTER INVESTMENT MANAGEMENT, LLC	2	Apr 23, 2015	Apr 30, 2015	CHARLESTON, SC	Team lift out	Other	1.8%
HORTER INVESTMENT MANAGEMENT, LLC	2	Apr 6, 2015	Apr 29, 2015	SNELLVILLE, GA	Team lift out	Other	1.7%
HORTER INVESTMENT MANAGEMENT, LLC	2	Mar 23, 2015	Mar 24, 2015	CINCINNATI, OH	Team lift out	Other	1.7%
HORTER INVESTMENT MANAGEMENT, LLC	2	Feb 5, 2015	Feb 17, 2015	EAST FALMOUTH, MA	Team lift out	Other	1.7%

Relationships

Registered with (34)

← KRISTEN ADELAIDE FUHRMANAdvisorregistration: current employment
Apr 8, 2026 to presentfactForm ADV
← Julie Kay NielsenAdvisorregistration: current employment
Jul 3, 2024 to presentfactForm ADV
← MICHAEL RYAN HUGHESAdvisorregistration: current employment
Mar 14, 2024 to presentfactForm ADV
← KEITH DOW POWELLAdvisorregistration: current employment
Aug 4, 2023 to presentfactForm ADV
← RYAN LANE MCDONALDAdvisorregistration: current employment
Nov 23, 2021 to presentfactForm ADV
← JOHN ALLEN VANNAdvisorregistration: current employment
Dec 13, 2019 to presentfactForm ADV
← Richard Alan MaplesAdvisorregistration: previous registration
Nov 22, 2021 to Mar 10, 2025factForm ADV
← RICHARD JOSEPH DURKEEAdvisorregistration: previous registration
Apr 30, 2015 to Dec 9, 2019factForm ADV
← DUSTIN P ROLLINSAdvisorregistration: previous registration
May 19, 2016 to Dec 9, 2019factForm ADV
← Yehoshua Leibel SternbachAdvisorregistration: previous registration
Mar 28, 2016 to Apr 3, 2019factForm ADV
← APRIL REED CREWSAdvisorregistration: previous registration
Apr 29, 2015 to Mar 29, 2019factForm ADV
← SUSAN CHARLSON MCNAMARA MUSILAdvisorregistration: previous registration
Jun 12, 2015 to Mar 29, 2019factForm ADV
← DANIEL GEORGE CREWSAdvisorregistration: previous registration
Apr 29, 2015 to Mar 29, 2019factForm ADV
← Abby Christine ReedAdvisorregistration: previous registration
Apr 12, 2017 to Mar 29, 2019factForm ADV
← Michael Scott MooreAdvisorregistration: previous registration
Apr 29, 2015 to Apr 4, 2018factForm ADV
← Christopher Scott MooreAdvisorregistration: previous registration
May 6, 2015 to Apr 4, 2018factForm ADV
← Mark Alden PetersonAdvisorregistration: previous registration
May 6, 2015 to Apr 4, 2018factForm ADV
← BRIAN MooreAdvisorregistration: previous registration
May 6, 2015 to Apr 4, 2018factForm ADV
← Joseph Isaac PittAdvisorregistration: previous registration
Sep 28, 2016 to Apr 4, 2018factForm ADV
← TODD AARON SCHNEIDERAdvisorregistration: previous registration
Sep 22, 2015 to Mar 5, 2018factForm ADV
← GERALD JOSEPH ROBILLARDAdvisorregistration: previous registration
Feb 2, 2015 to Feb 21, 2018factForm ADV
← JEFFREY THOMAS CUTTERAdvisorregistration: previous registration
Feb 5, 2015 to Feb 21, 2018factForm ADV
← Susan Johanna RomanAdvisorregistration: previous registration
Feb 17, 2015 to Feb 21, 2018factForm ADV
← DARRYL JEROME FYALLAdvisorregistration: previous registration
Jun 25, 2015 to May 1, 2017factForm ADV
← CHRISTOPHER ANDREW HORVATHAdvisorregistration: previous registration
Sep 2, 2015 to Mar 29, 2017factForm ADV
← FELTON THOMAS MOSLEYAdvisorregistration: previous registration
Apr 9, 2015 to Sep 9, 2016factForm ADV
← JOHN DAVID IAMMARINOAdvisorregistration: previous registration
Apr 20, 2015 to Jun 8, 2016factForm ADV
← Germi Lamar CloudAdvisorregistration: previous registration
Mar 24, 2015 to Jun 6, 2016factForm ADV
← Don P CloudAdvisorregistration: previous registration
Mar 24, 2015 to Jan 14, 2016factForm ADV
← Charles HarrimanAdvisorregistration: previous registration
Mar 24, 2015 to Jan 14, 2016factForm ADV
and 4 more

Affiliated with (1)

← AFFERENT INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Owns (1)

← Salewski, StephenOwnerTRUSTEE, ownership code F, individual
Jun 25, 2021 to Dec 19, 2024factForm ADV

Controls (3)

← McKinney, Cynthia, LaneseOwnerCHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 17, 2023 to Dec 19, 2024factForm ADV
← THE JAV 2020 IRREVOCBLE TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 31, 2021 to Dec 19, 2024factForm ADV
← VANN PARTNERS LLCOwnerOWNER, ownership code E, domestic entity
Apr 22, 2022 to Dec 19, 2024factForm ADV

Moved with (6)

← PER STIRLING CAPITAL MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Nov 12, 2021 to Nov 23, 2021factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviser3 advisors, team lift out, same day
Mar 29, 2019 to Sep 24, 2018factForm ADV
→ CUTTER FINANCIAL GROUP LLCRegistered adviser3 advisors, team lift out, same day
Feb 21, 2018 to Oct 18, 2017factForm ADV
→ ADVISORY SERVICES NETWORKRegistered adviser5 advisors, team lift out, same day
Apr 4, 2018 to Aug 9, 2017factForm ADV
→ CLOUD INVESTMENTS, LLCRegistered adviser2 advisors, team lift out, same day
Jan 14, 2016 to Jan 29, 2016factForm ADV
← HORTER INVESTMENT MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Jun 16, 2015 to May 6, 2015factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 26, 2025
Regulatory AUM changed
Vann Equity Management Llc reported RAUM $203.6M, down 71% from $701.0M (2024-12-19 to 2025-03-26)
Form ADVobserved 4 days ago
$-497M
Occurred
Mar 10, 2025
Advisor changed firm
Richard Alan Maples left Vann Equity Management Llc for Money Concepts Advisory Service (registered 2025-03-17)
Form ADVobserved 4 days ago
Occurred
Nov 15, 2023
Control person left
Allen John Vann (Chief Executive Officer) no longer on Schedule A of Vann Equity Management Llc (listed 2023-08-03, absent 2023-11-15)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2023
Control person joined
Lanese Cynthia Mckinney (Chief Compliance Officer) appeared on Schedule A of Vann Equity Management Llc
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Vann Equity Management Llc reported RAUM $603.3M, up 30% from $464.9M (2020-10-28 to 2021-03-31)
Form ADVobserved 4 days ago
$138M
Occurred
Jul 24, 2020
Control person left
Joshua Jonathan Cravens (Chief Compliance Officer) no longer on Schedule A of Vann Equity Management Llc (listed 2020-04-01, absent 2020-07-24)
Form ADVobserved 4 days ago
Occurred
Jul 24, 2020
Control person left
Scott Jonathan Solo (Member) no longer on Schedule A of Vann Equity Management Llc (listed 2020-04-01, absent 2020-07-24)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2019
Control person left
Joseph Ryan Borer (Managing Member) no longer on Schedule A of Vann Equity Management Llc (listed 2019-03-31, absent 2019-12-11)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2019
Control person left
Darryl Scott Tietz (Manager And Ceo) no longer on Schedule A of Vann Equity Management Llc (listed 2019-03-31, absent 2019-12-11)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2019
Control person joined
Allen John Vann (Chief Executive Officer) appeared on Schedule A of Vann Equity Management Llc
Form ADVobserved 4 days ago
Occurred
Dec 11, 2019
Control person joined
Scott Jonathan Solo (President) appeared on Schedule A of Vann Equity Management Llc
Form ADVobserved 4 days ago
Occurred
Mar 31, 2019
Control person left
Francis Anthony Apollaro (Managing Member) no longer on Schedule A of Vann Equity Management Llc (listed 2018-07-16, absent 2019-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Vann Equity Management Llc reported RAUM $74.6M, down 65% from $215.6M (2017-09-28 to 2018-03-29)
Form ADVobserved 4 days ago
$-141M
Occurred
Dec 15, 2014
First Form ADV filing
Precision Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Dec 11, 2019
Vann Equity Management Llc reported 1 offices beyond its principal office, down from 11 (2019-03-31 to 2019-12-11)
Occurred
Dec 11, 2019
Vann Equity Management Llc reported 1 state-registered advisory representatives, down from 23 (2019-03-31 to 2019-12-11)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f15a05b-3c39-dc49-2d43-0b49f19b7dce
First observed: Dec 15, 2014
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VANN EQUITY MANAGEMENT LLC

CRD 174239

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f15a05b-3c39-dc49-2d43-0b49f19b7dce

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN ALLEN VANN

n/a

PLANO, TX

RYAN LANE MCDONALD

n/a

PLANO, TX

KEITH DOW POWELL

Certified Financial Planner

PLANO, TX | Austin, TX

yes

MICHAEL RYAN HUGHES

n/a

Austin, TX

Julie Kay Nielsen

n/a

PLANO, TX

KRISTEN ADELAIDE FUHRMAN

n/a

Austin, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

McKinney, Cynthia, Lanese

CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER

yes

01/2023

Mar 17, 2023

Dec 19, 2024

THE JAV 2020 IRREVOCBLE TRUST

Member

yes

11/2020

Mar 31, 2021

Dec 19, 2024

VANN PARTNERS LLC

Owner

yes

12/2019

Apr 22, 2022

Dec 19, 2024

Salewski, Stephen

Trustee

11/2020

Jun 25, 2021

Dec 19, 2024

City

State

Country

Employees

Also broker-dealer

Austin

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$231M

n/a

2024

Mar 26, 2025

$204M

n/a

2023

Mar 27, 2024

$701M

n/a

2022

Mar 17, 2023

$610M

n/a

2021

Mar 29, 2022

$700M

n/a

2020

Mar 31, 2021

$603M

n/a

2019

Apr 1, 2020

$465M

n/a

2018

Mar 31, 2019

$30.6M

n/a

2017

Mar 29, 2018

$74.6M

n/a

2016

Feb 8, 2017

$216M

n/a

2015

Mar 17, 2016

$251M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$231M

$204M

13.5%

$610M

-27.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BROOKSTONE CAPITAL MANAGEMENT LLC

Mar 29, 2019

Sep 24, 2018

SNELLVILLE, GA

Team lift out

RIA to RIA

42.9%

ADVISORY SERVICES NETWORK

Apr 4, 2018

Aug 9, 2017

GAINESVILLE, GA

Team lift out

RIA to RIA

41.7%

CUTTER FINANCIAL GROUP LLC

Feb 21, 2018

Oct 18, 2017

E FALMOUTH, MA

Team lift out

Other

18.8%

CLOUD INVESTMENTS, LLC

Jan 14, 2016

Jan 29, 2016

HUNTSVILLE, AL

Team lift out

Other

10.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PER STIRLING CAPITAL MANAGEMENT, LLC

Nov 12, 2021

Nov 23, 2021

AUSTIN, TX

Team lift out

Other

8.0%

HORTER INVESTMENT MANAGEMENT, LLC

Jun 16, 2015

May 6, 2015

GAINESVILLE, GA

Team lift out

Other

1.7%

HORTER INVESTMENT MANAGEMENT, LLC

Jun 16, 2015

May 6, 2015

CINCINNATI, OH

Team lift out

Other

1.7%

HORTER INVESTMENT MANAGEMENT, LLC

Apr 23, 2015

Apr 30, 2015

CHARLESTON, SC

Team lift out

Other

1.8%

HORTER INVESTMENT MANAGEMENT, LLC

Apr 6, 2015

Apr 29, 2015

SNELLVILLE, GA

Team lift out

Other

1.7%

HORTER INVESTMENT MANAGEMENT, LLC

Mar 23, 2015

Mar 24, 2015

CINCINNATI, OH

Team lift out

Other

1.7%

HORTER INVESTMENT MANAGEMENT, LLC

Feb 5, 2015

Feb 17, 2015

EAST FALMOUTH, MA

Team lift out

Other

1.7%