Vann Equity Management LLC

$231.2MAssets under management
as of Mar 2026 · SEC Form ADV
Plano, TX
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Tech stack

No one at Vann Equity Management LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Vann Equity Management LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $531M held · filed Dec 2024
Schwab
Per Form ADV · $90M held · filed Dec 2024
Folio
Per Form ADV · $80M held · filed Dec 2024
Portfolio Management