A complete list of active advisors currently associated with Vann Equity Management LLC

Warmer can help you find a great advisor at Vann Equity Management LLC or one who fits your needs even better.

Vann Equity Management LLC is an SEC‑registered, mid‑sized investment adviser with a team of five advisors managing roughly $231 million for individuals, high‑net‑worth families, retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, and also facilitates access to third‑party portfolio managers and wrap‑style programs. VEM uses a mix of model‑based and bespoke approaches, offering strategies such as U.S. large‑cap growth and value, small/mid‑cap core, international ADRs, and several ETF‑based “Index Advantage” strategies that combine strategic and tactical allocations. Investment decisions draw on quantitative and macro analysis (including model-driven tools and FactSet data), technical and fundamental methods, and the firm may implement both individual equity selections and ETF allocations while employing third‑party managers or the GeoWealth platform as appropriate. What distinguishes VEM is its structured use of sub‑advisory relationships for real‑estate‑oriented investments — specifically engaging Realized Financial, Inc. to manage allocations to Delaware Statutory Trusts, Qualified Opportunity Zone Funds, UPREITs/721 exchanges, and 1031‑like structures while VEM retains primary advisory oversight. The firm also emphasizes performance reporting and compliance infrastructure, reporting in accordance with GIPS® and noting independent verification by The Spaulding Group, and it integrates data aggregation and technology platforms for consolidated client reporting.

To learn more about the advisors currently working at Vann Equity Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.