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| Keyboard |
| Vannoy Advisory Group Inc
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|
|---|---|
| CRD # | 145806 |
| SEC # | 801-125019 |
| CIK # | 0002011808 |
| AUM | 172.4 M (2026-05-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 512-759-7759 |
| Address | 5900 Balcones Drive Austin, TX 78731 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.7 |
| (b) Individuals (high net worth individuals) | 48 | 170.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 172.4 |
| By Discretionary | ||
| Discretionary | 251 | 172.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 251 | 172.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.4 | |
| Total | 251 | 172.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011808] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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LWM Advisors Inc
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Goverman Financial Solutions LLC
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