Overview
Assets Under Management: $192 million
Headquarters: MONROE, LA
High-Net-Worth Clients: 25
Average Client Assets: $4.4 million
Frequently Asked Questions
VINES CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298727), VINES CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VINES CAPITAL MANAGEMENT, LLC is headquartered in MONROE, LA.
VINES CAPITAL MANAGEMENT, LLC serves 25 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, VINES CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VINES CAPITAL MANAGEMENT, LLC manages $192 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, VINES CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.25%
Average Client Assets: $4.4 million
Total Client Accounts: 441
Discretionary Accounts: 441
Regulatory Filings
CRD Number: 298727
Filing ID: 2067789
Last Filing Date: 2026-03-23 12:27:58