Austin, TX Office
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Vann Equity Management LLC
Team
Firm-wide stats for Vann Equity Management LLC
About
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.
Based on Vann Equity Management LLC
Expertise
Based on Vann Equity Management LLC
Location
11824 Jollyville Rd., Suite 500
Austin TX 78759
Advisors at this office
3
Advisors at this office
Michael H
Series 63, Series 65
Austin, TX
Vann Equity Management LLC
Michael Hughes is a financial advisor at Vann Equity Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including The Hughes Group Wealth Management Partners LLC and Megellan Financial. Outside of his advisory role, he is a self-employed insurance agent specializing in fixed insurance and annuity sales. Vann Equity Management LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment approaches, utilizing sub-advisory relationships for specialized real estate investments while providing comprehensive portfolio management and financial planning services.
Kristen F
Series 63, Series 66
Austin, TX
Vann Equity Management LLC
Kristen Fuhrman is a financial advisor at Vann Equity Management LLC in Austin, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Axa Advisors. Vann Equity Management LLC is an SEC-registered investment adviser managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm combines model-based and customized investment strategies, utilizing quantitative, fundamental, and technical analysis along with structured sub-advisory relationships, particularly in real estate-oriented investments.
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.
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