VANN EQUITY MANAGEMENT LLC

Overview

Vann Equity Management LLC is an independent registered investment adviser that runs a predominantly equity-focused, discretionary wealth management business. The firm provides financial planning and portfolio management for individuals, families, small businesses and institutional clients, and it lists pension consulting among its advisory activities. Fee arrangements include a percentage-of-AUM model along with hourly and fixed-fee engagements for planning or non-discretionary work. Investment emphasis is on exchange-traded equities as the core exposure, supplemented by mutual funds and a range of third‑party alternative managers. The firm does not position itself as an ESG-focused manager. Portfolios are managed with an eye toward pairing a public-equity core with external alternative strategies intended to provide yield, diversification and risk management across market cycles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices