Vann Equity Management Llc
- Regulatory AUM
- $231M
- Discretionary
- $231M
- Clients
- 188
- Avg AUM / client
- $1.2M
- Accounts
- 188
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $14.9M | 6.43% |
| High net worth individuals | 94 | $192M | 83.0% |
| Charitable organizations | 2 | $6.8M | 2.94% |
| Corporations and other businesses | 6 | $17.6M | 7.61% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Salewski, Stephen | Trustee | Nov 2020 (6y) | GP / trustee / elected manager of The Jav 2020 Irrevocble Trust (indirect) | |
| Mc Kinney, Cynthia, Lanese | Chief Compliance Officer/Chief Executive Officer | Jan 2023 (4y) | Less than 5% | |
| John Allen Vann | Registered representative | Dec 2019 (7y) | ||
| Ryan Lane Mcdonald | Registered representative | Nov 2021 (5y) | ||
| Keith Dow Powell | Registered representative | CFP | Aug 2023 (3y) | |
| Michael Ryan Hughes | Registered representative | Mar 2024 (2y) | ||
| Julie Kay Nielsen | Registered representative | Jul 2024 (2y) | ||
| Kristen Adelaide Fuhrman | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vann Partners Llc | Owner | Dec 2019 | A | 75% or more |
| The Jav 2020 Irrevocble Trust | Member | Nov 2020 | B | ≈ 56.25% – 100% via Vann Partners Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Jav 2020 Irrevocble Trust: 75% – 100% of Vann Partners Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- U.S. Bancorp Investments, Inc. $531M (76% of AUM) Dec 2024
- Folio Investments, Inc. $116M (50% of AUM) Mar 2026
- Charles Schwab & Co. $111M (48% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $41.6M (56% of AUM) Jul 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗