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Keith Dow Powell

Investment adviser representative at Vann Equity Management LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$231.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Quincy Wells Capital, LLCMar 2026 to now
  2. Vann Equity Management LLCAug 2023 to now
  3. Vann Equity Management LLC dba Austin Wealth SpecialistsAug 2023 to now
  4. Gypsy Soul LLCJan 2021 to now
  5. Collaborative Divorce AustinJan 2015 to now
  6. Kns Ventures LP dba Austin Divorce PlannersDec 2012 to now
  7. Business Network InternationalOct 2012 to now
  8. Keith Powell, Sole ProprietorNov 2011 to now
  9. Kns Ventures, LP dba Austin Wealth SpecialistsDec 2010 to now
  10. Lucidlife HoldingsNov 2010 to now
  11. Austin Divorce ResourcesMay 2010 to now
  12. Great Point Capital, LLCJun 2023 to Mar 2026
  13. B.B. Graham & Co., Inc.Sep 2021 to Jun 2023
  14. The Hughes Group Wealth Management Partners LLCJun 2021 to Aug 2023
  15. Lucidlife InvestmentsJun 2019 to Feb 2023
  16. Keila PropertiesJun 2015 to Mar 2023
  17. Scf Investment Advisors, Inc.Nov 2013 to May 2021
  18. Scf Securities, Inc.Nov 2013 to May 2021
  19. The Tram House.comDec 2005 to Mar 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (TX).

Vann Equity Management LLC

$231.2MAssets managed
188Clients
6Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2143046
Firm CRD
174239
Advisor's SEC record (opens in a new tab)
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