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VANNOY ADVISORY GROUP, INC.

AUSTIN, TX · CRD 145806 · IAPD ↗ · vannoyadvisorygroup.com · 512-759-7759

$172.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — VANNOY ADVISORY GROUP, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2025 — VANNOY ADVISORY GROUP, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — VANNOY ADVISORY GROUP, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
October 2024 — VANNOY ADVISORY GROUP, INC. moved its main office from ROUND ROCK, TX to AUSTIN, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.