Vann Equity Management LLC
Vann Equity Management LLC is an SEC-registered wealth manager in Plano, TX with $231.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Vann Equity Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174239, SEC 801-80766, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $231.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 5
- Clients
- 188
- CRD
- 174239
- Ownership
- CRAVENS, JONATHAN, JOSHUA; LFAM INVESTMENT COUNSEL AND ADVISORS LLC; VANN, JOHN, ALLEN; McKinney, Cynthia, Lanese; BORER, RYAN, JOSEPH
How much AUM does Vann Equity Management LLC have?
Vann Equity Management LLC reported $231.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Vann Equity Management LLC?
Disclosed owners and executives of Vann Equity Management LLC include CRAVENS, JONATHAN, JOSHUA, LFAM INVESTMENT COUNSEL AND ADVISORS LLC, VANN, JOHN, ALLEN, McKinney, Cynthia, Lanese, BORER, RYAN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.