Plano, 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
4975 Preston Park Blvd #490
Plano TX 75093
Advisors at this office
3
Advisors at this office
Ryan M
Series 63, Series 66
Plano, TX
Vann Equity Management LLC
Ryan Mcdonald is a financial advisor with Vann Equity Management LLC in Plano, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms including B. B. Graham & Co. Inc., Per Stirling Capital Management, and TRS Advisors. Mcdonald serves as a director on the board of the Russ Martin Show Listeners Foundation, a charitable organization. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized investment strategies across various asset classes and uses sub-advisory relationships for specialized real estate investments while maintaining primary advisory oversight.
Julie N
Series 65
Plano, TX
Vann Equity Management LLC
Julie Nielsen is a Series 65 licensed advisor at Vann Equity Management LLC in Plano, TX, with six years of industry experience. Her prior work includes roles at Edward Jones, LPL Financial dba PWG Financial, and several other firms. She also works part-time as an administrative assistant at Edward Jones in a non-investment capacity. Vann Equity Management LLC is a mid-sized, SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized strategies across various asset classes and incorporates sub-advisory relationships for specialized real estate investments.
John V
Series 63, Series 65
Plano, TX
Vann Equity Management LLC
John Vann is a financial advisor at Vann Equity Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and joined Vann Equity Management in 2019 following prior roles at Per Stirling Capital Management, LLC and Level Four Advisory Services. Outside of his advisory work, he is involved in ownership of several personal property entities in Bulgaria. Vann Equity Management LLC is an SEC-registered firm 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 mix of model-based and bespoke investment strategies, leveraging quantitative, macro, technical, and fundamental analysis, and utilizes both individual equity and ETF allocations alongside sub-advisory relationships for real-estate-focused investments.
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