DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Vann Equity Management LLC

Independent wealth managerPlano, TexasCRD 174239SEC 801-80766websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Dec 15, 2014 · 59 filings
SEC status approved since Jan 2, 2015
RAUM
$231M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
89%
$207M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$38.5M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
59 filings and snapshots on the tape
RAUM$231M as of Mar 31, 2026
Mar 17, 2016$251M then
HNW client RAUM$192M as of Mar 31, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)5 as of Mar 31, 2026
Mar 17, 201630 then
Employees (5.A)5 as of Mar 31, 2026
Mar 17, 201633 then
Private funds: no history
RAUM +14% over the last fiscal year-28% a year over threeIARs 7 to 5
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$38.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
30derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.0MderivedHNW RAUM over HNW clients
Average account
$1.2MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
2.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.8derivedItem 5.A over advisors
Advisors per office
3.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+14%derivedbetween the last two annual amendments
Advisor growth, one year
-29%derivedItem 5.B.3 between annual amendments
Client growth, one year
+8.4%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
Custody
$5.2M, 88 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$192M83%
  • Corporations and businesses$17.6M7.6%
  • Individuals$14.9M6.4%
  • Charitable organizations$6.8M2.9%
Individual clients
86reported
HNW clients
94reported
Pension plan clients
n/areported
Charitable clients
2reported
Accounts
188reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$5.2M for 88 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.89 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
John Allen VannPlano, TxDec 13, 201942 y5
Ryan Lane McdonaldPlano, TxNov 23, 202130 y3
Keith Dow PowellCertified Financial PlannerPlano, Tx Aug 4, 202335 y9
Michael Ryan HughesAustin, TxMar 14, 202443 y6
Julie Kay NielsenPlano, TxJul 3, 202414 y3
Kristen Adelaide FuhrmanAustin, TxApr 8, 202613 y2
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Lanese Cynthia Mckinney · Chief Compliance Officer/Chief Executive Officercontrol
    since 01/2023 · owns less than 5%
  • Stephen Salewski · Trustee
    since 11/2020 · owns F of The Jav 2020 Irrevocble Trust
Entity owners
  • Vann Partners LLC · Owner
    direct · owns 75% or more
  • The Jav 2020 Irrevocble Trust · Member
    indirect · owns 75% or more of Vann Partners LLC
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Vann Equity Management LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Plano, Tx · principal400
Austin, Tx310
Offices
Schedule D 1.F, the 25 largest
  • Austin, TX2 employees
What changed
consecutive filings, newest first
  • Accounts · 174 to 188
    Oct 2, 2025 to Mar 31, 2026
  • Advisory employees · 6 to 5
    Oct 2, 2025 to Mar 31, 2026
  • HNW clients · 85 to 94
    Oct 2, 2025 to Mar 31, 2026
  • Individual clients · 81 to 86
    Oct 2, 2025 to Mar 31, 2026
  • Assets in custody · $5.7M to $5.2M
    Oct 2, 2025 to Mar 31, 2026
  • Employees · 6 to 5
    Oct 2, 2025 to Mar 31, 2026
  • Discretionary RAUM · $204M to $231M
    Oct 2, 2025 to Mar 31, 2026
  • HNW RAUM · $169M to $192M
    Oct 2, 2025 to Mar 31, 2026
  • Individual RAUM · $12.4M to $14.9M
    Oct 2, 2025 to Mar 31, 2026
  • RAUM · $204M to $231M
    Oct 2, 2025 to Mar 31, 2026
  • Financial planning clients · 0 to 0
    Jun 9, 2025 to Oct 2, 2025
  • Advisory employees · 7 to 6
    Mar 26, 2025 to May 8, 2025
  • Employees · 7 to 6
    Mar 26, 2025 to May 8, 2025
  • State-registered IARs · 7 to 5
    Mar 26, 2025 to May 8, 2025
  • Accounts · 108 to 174
    Dec 19, 2024 to Mar 26, 2025
  • Advisory employees · 6 to 7
    Dec 19, 2024 to Mar 26, 2025
  • HNW clients · 60 to 85
    Dec 19, 2024 to Mar 26, 2025
  • Individual clients · 39 to 81
    Dec 19, 2024 to Mar 26, 2025
  • Pension plan clients · 1.0 to unset
    Dec 19, 2024 to Mar 26, 2025
  • Assets in custody · $7.8M to $5.7M
    Dec 19, 2024 to Mar 26, 2025
  • Employees · 6 to 7
    Dec 19, 2024 to Mar 26, 2025
  • State-registered IARs · 6 to 7
    Dec 19, 2024 to Mar 26, 2025
  • Discretionary RAUM · $701M to $204M
    Dec 19, 2024 to Mar 26, 2025
  • HNW RAUM · $140M to $169M
    Dec 19, 2024 to Mar 26, 2025
  • Individual RAUM · $6.5M to $12.4M
    Dec 19, 2024 to Mar 26, 2025
  • Pension RAUM · 530970644.0 to unset
    Dec 19, 2024 to Mar 26, 2025
  • RAUM · $701M to $204M
    Dec 19, 2024 to Mar 26, 2025
  • Accounts · 89 to 108
    Nov 15, 2023 to Mar 27, 2024
  • Advisory employees · 4 to 6
    Nov 15, 2023 to Mar 27, 2024
  • BD registered reps · 0 to 1
    Nov 15, 2023 to Mar 27, 2024
  • Corporate clients · 7 to 6
    Nov 15, 2023 to Mar 27, 2024
  • HNW clients · 53 to 60
    Nov 15, 2023 to Mar 27, 2024
  • Individual clients · 26 to 39
    Nov 15, 2023 to Mar 27, 2024
  • Assets in custody · unset to 7752582.0
    Nov 15, 2023 to Mar 27, 2024
  • Custody of client assets · false to true
    Nov 15, 2023 to Mar 27, 2024
  • Employees · 4 to 6
    Nov 15, 2023 to Mar 27, 2024
  • State-registered IARs · 4 to 6
    Nov 15, 2023 to Mar 27, 2024
  • Discretionary RAUM · $610M to $701M
    Nov 15, 2023 to Mar 27, 2024
  • HNW RAUM · $114M to $140M
    Nov 15, 2023 to Mar 27, 2024
  • Individual RAUM · $5.4M to $6.5M
    Nov 15, 2023 to Mar 27, 2024
Signals
16 dated events
  • Vann Equity Management Llc reported RAUM $203.6M, down 71% from $701.0M (2024-12-19 to 2025-03-26)
    Mar 26, 2025 · RAUM change · derived
  • Richard Alan Maples left Vann Equity Management Llc for Money Concepts Advisory Service (registered 2025-03-17)
    Mar 10, 2025 · Advisor changed firm · fact
  • Allen John Vann (Chief Executive Officer) no longer on Schedule A of Vann Equity Management Llc (listed 2023-08-03, absent 2023-11-15)
    Nov 15, 2023 · Control person left · inference
  • Lanese Cynthia Mckinney (Chief Compliance Officer) appeared on Schedule A of Vann Equity Management Llc
    Mar 17, 2023 · Control person joined · fact
  • Vann Equity Management Llc reported RAUM $603.3M, up 30% from $464.9M (2020-10-28 to 2021-03-31)
    Mar 31, 2021 · RAUM change · derived
  • Joshua Jonathan Cravens (Chief Compliance Officer) no longer on Schedule A of Vann Equity Management Llc (listed 2020-04-01, absent 2020-07-24)
    Jul 24, 2020 · Control person left · inference
  • Scott Jonathan Solo (Member) no longer on Schedule A of Vann Equity Management Llc (listed 2020-04-01, absent 2020-07-24)
    Jul 24, 2020 · Control person left · inference
  • Vann Equity Management Llc reported 1 offices beyond its principal office, down from 11 (2019-03-31 to 2019-12-11)
    Dec 11, 2019 · Office count change · derived
  • Vann Equity Management Llc reported 1 state-registered advisory representatives, down from 23 (2019-03-31 to 2019-12-11)
    Dec 11, 2019 · Advisor headcount change · derived
  • Joseph Ryan Borer (Managing Member) no longer on Schedule A of Vann Equity Management Llc (listed 2019-03-31, absent 2019-12-11)
    Dec 11, 2019 · Control person left · inference
  • Darryl Scott Tietz (Manager And Ceo) no longer on Schedule A of Vann Equity Management Llc (listed 2019-03-31, absent 2019-12-11)
    Dec 11, 2019 · Control person left · inference
  • Allen John Vann (Chief Executive Officer) appeared on Schedule A of Vann Equity Management Llc
    Dec 11, 2019 · Control person joined · fact
  • Scott Jonathan Solo (President) appeared on Schedule A of Vann Equity Management Llc
    Dec 11, 2019 · Control person joined · fact
  • Francis Anthony Apollaro (Managing Member) no longer on Schedule A of Vann Equity Management Llc (listed 2018-07-16, absent 2019-03-31)
    Mar 31, 2019 · Control person left · inference
  • Vann Equity Management Llc reported RAUM $74.6M, down 65% from $215.6M (2017-09-28 to 2018-03-29)
    Mar 29, 2018 · RAUM change · derived
  • Precision Capital Management filed its initial SEC registration (Form ADV)
    Dec 15, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business email
info@vannequitymanagement.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
214-983-0346reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile
linkedin.com/company/93427226reportedpublic record, Form ADV, Sep 18, 2026
Website
VANNEQUITYMANAGEMENT.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
214-983-0346reportedpublic record, Form ADV, Mar 31, 2026
Contact form
VANNEQUITYMANAGEMENT.COM/contact.htmlreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$38.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026