VINES CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- MONROE, Louisiana
- CRD number
- 298727
- Registered since
- March 24, 2022
- Website
- www.vinescapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.25%
- Individuals17.46%
- Corporations / Businesses14.25%
- Pension & Profit Sharing Plans5.95%
- Other4.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vines Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm operates as a capital allocator for both individual/family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3Lana Weant
Director of Client ServicesCRD 7734619
KENNETH VINES
PresidentCRD 2343438
DOROTHY VINES
Office AdministratorCRD 7348520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$38.9M in ETFs
78%
$30.5M
19%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $3.9M | 44,739 | 10.10% |
Location
MONROE, LA
OUACHITA
Location
MONROE, LA
Headquartered in MONROE, LA, anchoring the Monroe-Ruston, LA metro in the South.
- Metro area
- Monroe-Ruston, LA
- Region
- South
- County
- OUACHITA
- Address
- 1896 Hudson Cir
- Time zone
- CT (UTC-6)
- Office locations
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