Vannoy Advisory Group, Inc.

EST. AUM
$172,437,655

CONTACTS

CLIENT ACCOUNTS
251

Firm Details

Metro area Austin
CRD Number 145806
Website vannoyadvisorygroup.com
Client types

Overview

Vannoy Advisory Group, Inc. is an independent, fee-only registered investment adviser headquartered in the Austin area, with a strong presence in San Antonio, Texas. Founded and led by Neil Vannoy, the firm operates under a strict fiduciary standard, emphasizing that “the portfolio is merely a funding medium for the plan.” Its investment philosophy is grounded in Nobel Prize–winning academic research, often incorporating Dimensional Fund Advisors (DFA) strategies, and focuses on evidence-based investing rather than market timing or stock selection. The firm provides integrated financial planning and discretionary portfolio management to a diverse client base, including entrepreneurs, military professionals, and high-net-worth families.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Vannoy Advisory Group, Inc.

Platform Details

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