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VINES CAPITAL MANAGEMENT, LLC
CRD 298727 · SEC 801-123516
1896 HUDSON CIRCLE, SUITE 3, MONROE, LA, 71201, United States
Phone
318-450-4664
Fax
318-450-6441
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.2M
Discretionary AUM
$192.2M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $33.6M |
| High net worth individuals | 25 | $110.0M |
| Pension/profit sharing plans | 11 | $11.4M |
| Corporations/business entities | 30 | $27.4M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD