# Vann Equity Management

Vann Equity Management is a RIA based in Plano, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** vannequitymanagement.com
- **LinkedIn:** https://www.linkedin.com/company/vannequitymanagement

## Regulatory record

- **CRD number:** 174239
- **SEC file number:** 801-80766
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174239

## About

Vann Equity Management was founded in 2020 by Lannie Vann, establishing an investment advisory practice in Plano, Texas that serves individuals, families, corporate clients, and charitable organizations. The firm operates as a registered investment advisor, a regulatory posture that imposes a fiduciary duty on its investment recommendations and portfolio construction decisions. The firm pursues a hybrid strategy spanning direct real estate acquisitions alongside allocations to public equities, fixed income, and private equity. Real estate focus areas have included multifamily and commercial properties in Texas and the broader Sun Belt region. The public-market sleeve applies long-only equity strategies while the private investments component functions through direct co-investment structures rather than fund-of-funds commitments. Geographic deployment centers on the U.S. Southern corridor, with Texas properties forming the portfolio core. Based in Plano, a North Texas city that has attracted significant corporate relocations and wealth creation in recent years, Vann Equity Management maintains a lean operational footprint. The firm's structure enables it to advise on both liquid and illiquid asset classes without imposing the fee layers common at multi-manager platforms. May 2024: The firm continued expanding its Sun Belt real estate acquisition pipeline through off-market transactions sourced via regional broker networks (public record). Vann Equity's structural distinction rests on its simultaneous operation as both a fiduciary RIA and a direct real estate principal. This allows the firm to move on property acquisitions without the capital-call delays or fund-life constraints that shape institutional real estate vehicles, while still providing traditional wealth management and advisory services to external clients under a regulated framework.

## Sectors

- Real Estate
- Private Equity
- Public Equities
- Fixed Income

## People

- Lannie Vann — Founder & Chief Investment Officer

## Questions

### Who runs investment decisions at Vann Equity Management?

Lannie Vann, the firm's founder, serves as Chief Investment Officer and directs all investment decisions across the real estate and public-market portfolios. The firm operates as a registered investment advisor, which subjects its decision-making process to fiduciary standards. No separate investment committee structure has been publicly disclosed or formalized.

### How does Vann Equity Management source its real estate deals?

The firm primarily sources multifamily and commercial real estate acquisitions through regional broker networks in Texas and the broader Sun Belt. Its deal flow emphasizes off-market transactions rather than broadly marketed listings. This sourcing model relies on local relationships built within North Texas commercial real estate circles.

### Does Vann Equity Management participate in fund commitments or only direct deals?

The firm's real estate strategy focuses on direct acquisitions of properties, bypassing the fund-commitment model that defines institutional real estate investing. For public-market allocations, the firm selects individual securities. Its private equity exposure is executed through direct co-investment structures rather than blind-pool fund commitments.

## Related profiles

- [Vanguard Capital](https://altss.com/profile/vanguard-capital)
- [Vannoy Advisory Group](https://altss.com/profile/vannoy-advisory-group)

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Last updated: 2026-06-03T20:00:00.000Z

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