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 that works with both individuals/families and institutional clients. The firm operates as a limited liability company and describes itself as a capital allocator: it constructs client portfolios, provides financial planning, and engages in manager selection and pension consulting services. Fee arrangements include AUM-based fees and fixed-fee engagements. Vines does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Lana 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 49Active vs passive
$51.1M in ETFs
77%
$39.2M
19%
$12M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $4.7M | 6,435 | 9.27% |
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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