Form ADV Part 2A
Our firm brochure, as filed with the SEC. Describes our advisory services, fees and compensation, conflicts of interest, and business practices in detail.
Read the brochureRegulatory
Disclosures
The key regulatory documents and resources for Vann Equity Management, gathered in one place — our Form ADV, our relationship summary, our privacy practices, and the SEC’s public adviser-research tools.
Disclosure documents & resources
Vann Equity Management, LLC is an SEC-registered investment adviser. The documents below describe our advisory services, fees, conflicts of interest, and privacy practices. Use the SEC’s Investment Adviser Public Disclosure website to independently research our firm.
Form CRS
Our Customer Relationship Summary — a short overview of the advisory services we provide, how you pay, our conflicts of interest, and how to research our firm.
Read the summaryPrivacy Policy
How we collect, use, and protect your nonpublic personal information — what we collect, who we share it with, and the privacy choices available to you.
Read the policyInvestment Adviser Public Disclosure
The SEC’s official website for researching investment advisers and their representatives. Independently verify our registration and review our regulatory record.
Open at adviserinfo.sec.govFirm ownership and officers
Vann Equity Management, LLC is an independently owned and operated registered investment adviser, registered with the U.S. Securities and Exchange Commission under CRD #174239 / SEC #801-80766.
John A. Vann serves as Chief Executive Officer, Chief Compliance Officer, and Chairman. Aaron J. Vann is a Partner and leads the firm’s proprietary quantitative models and portfolio construction for its equity separately managed accounts.
Complete ownership and control information is disclosed in our Form ADV Part 1, available through the SEC’s Investment Adviser Public Disclosure website.
Need a copy for your records or have a question about any of these documents? Contact us at 214-983-0346 or info@vannequitymanagement.com. Free and simple tools to research firms and financial professionals are also available at investor.gov/CRS, a website maintained by the SEC.