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VINES CAPITAL MANAGEMENT, LLC
CRD 298727File 801-123516
APPROVED
Retail clients
Filing as of May 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$192.2M
Below cohort median (national)
Discretionary AUM
$192.2M
Clients
223
441 accounts
Employees
3
Bottom 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 24, 2022
- Principal office
- 1896 HUDSON CIRCLE, SUITE 3, MONROE, LA, 71201
- Phone
- 318-450-4664
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $192.2M
- Discretionary AUM
- $192.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 441
- Non-discretionary accounts
- 0
- Total accounts
- 441
- AUM per client
- $862K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $27.4M |
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 25 | $110.0M |
| Pension and profit sharing plans | 11 | $11.4M |
| Individuals (other than high net worth individuals) | 157 | $33.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 230 | 223 | decreased by7 |
| Apr 1, 2026 | Clients | 189 | 230 | increased by41 |
| Apr 1, 2026 | AUM | $168,333,675 | $192,183,223 | increased by$23,849,548 |
| Apr 1, 2026 | Accounts | 402 | 441 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 140 | 189 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $110,940,518 | $168,333,675 | increased by$57,393,157 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 246 | 402 | increased by156 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VINES CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VINES CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.