VANN EQUITY MANAGEMENT LLC
A71
CRD 174239·SEC 801-80766·PLANO, TX
AUM
$231.2M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$694K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $464.9M
'22 · $603.3M
'23 · $700.1M
'25 · $203.6M
'26 · $231.2M
'21'26
$464.9M → $231.2M▼ -50%
Client mix
| Individuals High Net Worth | 94 |
| Individuals Other | 86 |
| Corporations | 6 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 3 advisors
'25 · 6 advisors
'26 · 5 advisors
'20'26
1 advisors → 5 advisors▲ +400%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4975 PRESTON PARK BLVD.STE 490PLANO, TX 75093
Business
4975 PRESTON PARK BLVD.STE 490PLANO, TX 75093
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited