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Current Employers
Vann Equity Management Llc

4975 Preston Park Blvd #490, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-04
  • TX RA
    APPROVED
    Since 2023-08-04

Branch Locations

11824 Jollyville Rd., Suite 500, Austin, TX 78759 • United States

4975 Preston Park Blvd #490, Plano, TX 75093 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
The Tram House.COm Austin TX 12/2005 03/2023
Austin Divorce Resources Austin TX 05/2010 Present
Kns Ventures, Lp Dba Austin Wealth Specialists Austin TX 12/2010 Present
Lucidlife Holdings Austin TX 11/2010 Present
Business Network International Charlotte NC 10/2012 Present
Kns Ventures Lp Dba Austin Divorce Planners Austin TX 12/2012 Present
Scf Securities, Inc. Fresno CA 11/2013 05/2021
Scf Investment Advisors, Inc. Fresno CA 11/2013 05/2021
The Hughes Group Wealth Management Partners Llc Austin TX 06/2021 08/2023
Keith Powell, Sole Proprietor Austin TX 11/2011 Present
Collaborative Divorce Austin Austin TX 01/2015 Present
Lucidlife Investments Austin TX 06/2019 02/2023
Keila Properties Austin TX 06/2015 03/2023
Gypsy Soul Llc Round Rock TX 01/2021 Present
B.B. Graham & Co., Inc. Austin TX 09/2021 06/2023
Great Point Capital, Llc Chicago IL 06/2023 03/2026
Vann Equity Management Llc Dba Austin Wealth Specialists Plano TX 08/2023 Present
Quincy Wells Capital, Llc Austin TX 03/2026 Present
  • 12/2005 → 03/2023
    The Tram House.COm
    Austin, TX
  • 05/2010 → Present
    Austin Divorce Resources
    Austin, TX
  • 12/2010 → Present
    Kns Ventures, Lp Dba Austin Wealth Specialists
    Austin, TX
  • 11/2010 → Present
    Lucidlife Holdings
    Austin, TX
  • 10/2012 → Present
    Business Network International
    Charlotte, NC
  • 12/2012 → Present
    Kns Ventures Lp Dba Austin Divorce Planners
    Austin, TX
  • 11/2013 → 05/2021
    Scf Securities, Inc.
    Fresno, CA
  • 11/2013 → 05/2021
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 06/2021 → 08/2023
    The Hughes Group Wealth Management Partners Llc
    Austin, TX
  • 11/2011 → Present
    Keith Powell, Sole Proprietor
    Austin, TX
  • 01/2015 → Present
    Collaborative Divorce Austin
    Austin, TX
  • 06/2019 → 02/2023
    Lucidlife Investments
    Austin, TX
  • 06/2015 → 03/2023
    Keila Properties
    Austin, TX
  • 01/2021 → Present
    Gypsy Soul Llc
    Round Rock, TX
  • 09/2021 → 06/2023
    B.B. Graham & Co., Inc.
    Austin, TX
  • 06/2023 → 03/2026
    Great Point Capital, Llc
    Chicago, IL
  • 08/2023 → Present
    Vann Equity Management Llc Dba Austin Wealth Specialists
    Plano, TX
  • 03/2026 → Present
    Quincy Wells Capital, Llc
    Austin, TX
Previous Registrations
  • 2021-06-15 → 2023-08-01
    The Hughes Group Wealth Management Partners Llc
    Austin, TX
  • 2013-11-21 → 2021-06-03
    Scf Investment Advisors, Inc.
    Fresno, CA
    Austin, TX
    Austin, TX
  • 2013-10-04 → 2013-10-18
    Alamo Asset Advisors
    San Antonio, TX
  • 2013-03-28 → 2013-06-18
    Alamo Asset Advisors
    San Antonio, TX
  • 2008-02-21 → 2012-12-10
    Waddell & Reed
    Austin, TX
    Austin, TX
  • 2006-02-02 → 2008-02-11
    Houston, TX
    Austin, TX
  • 2005-02-18 → 2006-05-01
    Stabil Capital Management, Inc.
    Austin, TX
  • 2004-07-21 → 2005-01-05
    Td Ameritrade, Inc.
    Austin, TX
  • 2003-10-02 → 2004-08-05
    Rushmore Investment Advisors Inc
    Plano, TX
Other Businesses

(1) KNS Ventures LP dba Austin Wealth Specialists - Investment Related; 11824 Jollyville Rd. #500, Austin TX 78759; Flow through entity for other businesses; Limited Partner; Start Date: 11/2010; 5 Hrs./mo., 5 during trading hours; Accounting. (2) Lucid Life Holdings - Investment Related; 11824 Jollyville Rd. #500, Austin TX 78759; General Partner to KNS Ventures LP; President; Start Date: 11/2010; 0 Hrs./mo.; Accounting (3) KNS Ventures LP dba Austin Divorce Planners - Investment Related; 11824 Jollyville Rd. #500, Austin TX 78759; Divorce Consulting; 100% Owner/President; Start Date: 12/2012; 10 Hrs./mo., 5 during trading hours; Mediation guidance, consulting, expert witness. (4) Keith Powell, Sole Proprietor - Investment Related; 11824 Jollyville Rd. #500, Austin TX 78759; Fixed insurance; Insurance Agent; Start Date: 11/2011; 2 Hrs./mo., 2 during trading hours; Insurance sales. (5) Austin Divorce Resources - Investment Related; 11824 Jollyville Rd. #500, Austin TX 78759; Networking Group; Member; Start Date: 05/2010; 1.5 Hrs./mo., 1.5 during trading hours; Attend monthly meetings. (6) Business Network International - Investment Related; 11525 N. Community House Rd. Charlotte, NC 28277; Networking Group; Member; Start Date: 10/2012; 7.5 Hrs./mo., 7.5 during trading hours; Attend weekly meetings. (7) Gypsy Soul LLC - Investment Related; 1006 Pathfinder Way, Round Rock TX 78665; Boat Charter business; Manager; Start Date: 01/2021; 8 Hrs./mo., 0 during trading hours; Captain the boat on charters. (8) Collaborative Divorce Austin - Investment Related; 11824 Jollyville Rd. #500, Austin TX 78759; Networking Group for Collaborative Divorce cases; Member; Start Date: 01/2015; 2 Hrs./mo., 2 during trading hours; Attend meetings. (9) Collaborative Divorce Texas - Investment Related; 11824 Jollyville Rd. #500, Austin TX 78759; Networking Group for Collaborative Divorce Cases; Member; Start Date: 06/2016; 1.5 Hrs./mo., 1.5 during trading hours; Attend monthly meetings. (10) KNS Ventures LP dba Austin Wealth Specialists - Investment Related; 11824 Jollyville Rd. #500, Austin TX 78759; Flow through company from securities business; 48% Partner; Start Date: 12/2010; 80 Hrs./mo., 80 during trading hours; Servicing client accounts. (11) Quincy Wells Capital, LLC; Chicago, IL; Broker-Dealer; Registered Representative; investment-related; spends approximately 60 hours per month; 40 hours during trading hours. (12) Keith Powell will be a partner at Compass & Crest, a fixed income sales company. The address of Compass & Crest is 11824 Jollyville Rd., Suite 500, Austin TX, 78759. The start date is May 23, 2024. He plans to spend 5 hours per month during normal trading hours and 10 hours per month outside of normal trading hours. This is investment related. (13) Keith Powell is a Managing Partner at The Torus Group. The address of The Torus Group is 11824 Jollyville Rd., Suite 500, Austin, Tx, 78759. The start date is Jun 18, 2024. He connects venture capital with companies. He plans to spend 1 hour per month during normal trading hours and 0 hours per month outside of normal trading hours. This is investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-22
S63 Uniform Securities Agent State Law Examination 1991-06-14
  • S65 Uniform Investment Adviser Law Examination
    2005-02-22
  • S63 Uniform Securities Agent State Law Examination
    1991-06-14
Designations
Other Names
  • Keith Powell

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