Austin, TX Office

Team
Updated today

Client AUM

$206,812,470

Clients

180

Advisors

3

Of 6 advisors across 2 offices

Location

11824 Jollyville Rd., Suite 500

Austin TX 78759

Advisors at this office

3

Advisors at this office

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Michael H

Series 63, Series 65

Austin, TX

Vann Equity Management LLC

Michael Hughes is a financial advisor with Vann Equity Management LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at The Hughes Group Wealth Management Partners LLC and SCF Securities, among others. He is also a self-employed insurance agent and provides insurance marketing and seminar assistance through Magellan Financial. Vann Equity Management LLC is an SEC-registered, mid-sized advisory firm serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and customized investment strategies, including equity selections and ETF allocations, and makes structured use of sub-advisory relationships for real-estate-focused investments while maintaining primary advisory oversight.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing Founder/Business Owner Executive
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Kristen F

Series 66, Series 63

Austin, TX

Vann Equity Management LLC

Kristen Fuhrman is a financial advisor with Vann Equity Management LLC in Austin, TX, holding Series 66 and Series 63 designations and eight years of industry experience. Her prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Axa Advisors. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a combination of model-based and bespoke investment strategies, utilizing both quantitative and fundamental analysis, and incorporates sub-advisory relationships for specialized real estate investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing Founder/Business Owner Executive
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Keith P

CFP®, Series 63, Series 65

Austin, TX

Vann Equity Management LLC

Keith Powell is a CFP® professional with 33 years of industry experience, currently serving at Vann Equity Management LLC in Austin, TX. His prior roles include positions at Quincy Wells Capital, Great Point Capital, B.B. Graham & Co., and The Hughes Group Wealth Management Partners. Outside of advisory work, he is involved with a boat charter business, Gypsy Soul LLC, where he serves as manager and captain. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutions. The firm employs a blend of model-based and customized strategies, utilizing quantitative, macro, technical, and fundamental analysis, and distinguishes itself through structured sub-advisory relationships for real estate–oriented investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing Founder/Business Owner Executive
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