Tines Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,009,956
Clients
30
Advisors
3
across 2 offices
About
Tines Capital, LLC serves individual and high‑net‑worth clients as well as corporate clients, providing tailored investment management and financial planning. The firm offers continuous portfolio management with client‑specific investment policy statements, complimentary cash‑management accounts for advisory clients, and access to RightCapital planning tools for clients who meet the firm’s minimum account threshold.
The firm’s investment process blends algorithmic and discretionary approaches, using fundamental, technical and charting analysis alongside trend‑following and volatility indicators to inform allocations. Strategies range from regular rebalancing and unleveraged ETF portfolios to actively managed leveraged ETF and options strategies (including blended allocations), with predefined risk controls and the potential for automated trade execution through its systems and custodian.
Tines Capital is notable for publishing predecessor, hypothetical and other performance illustrations and detailed charts in its brochure, including discussions of leverage decay and VIX‑related behavior, and for documenting the attendant risks. The firm also recommends and may co‑invest alongside clients in private placements or SPVs (with client allocation procedures described) and discloses that some representatives monetize similar trading strategies on third‑party subscription auto‑trading platforms, a potential conflict the firm says it addresses through allocation and disclosure practices.
Client services
Expertise
Fee options
Financial planning service offered at a flat $300 per year
1.00% to 2.00% annually, depending on portfolio and strategy
Additional financial planning meetings at $150 per hour; $100 per hour for additional advisory meetings beyond included annual meeting
Account minimum: $30,000 Fee-only: Financial planning at $300 per year (includes one-hour annual meeting and email support); additional meetings at $150 per hour; financial planning included with investment management fee for accounts of $30,000 or more
Main office
See officeTulsa OK
Advisors at this office
2
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joshua H
Series 65
Broken Arrow, OK
Tines Capital, LLC
Joshua Hanes is a financial advisor at Tines Capital, LLC in Broken Arrow, OK, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Moore Holdings, Embark, Grant Thornton, and Oral Roberts University. Tines Capital, LLC is a boutique Oklahoma-registered adviser serving individual and high-net-worth clients as well as small businesses. The firm provides discretionary portfolio management and standalone financial planning, employing a blend of algorithmic models and discretionary strategies across multiple portfolio approaches.
Daniel D
Series 65
Tulsa, OK
Tines Capital, LLC
Daniel Dickie is a financial advisor at Tines Capital, LLC in Tulsa, Oklahoma, holding a Series 65 credential with one year of industry experience. His prior work includes roles at John Zink Hamworthy Combustion, Oral Roberts University, and Molex Taiwan. Outside of advising, he owns a residential property managed by a third party. Tines Capital, LLC is a boutique advisory firm serving individual and high-net-worth clients as well as small businesses. The firm combines algorithmic models with discretionary portfolio management across multiple strategies, offering tailored financial planning and continuous portfolio oversight.
Charles T
Series 65
Tulsa, OK
Tines Capital, LLC
Charles Tines is a financial advisor at Tines Capital, LLC in Tulsa, Oklahoma, holding a Series 65 designation with five years of industry experience. He previously worked at Primerica and Tulsa Heaters Midstream. Outside of his advisory role, he maintains and trades algorithmic trading strategies on the Collective2.com platform as a Trade Leader. Tines Capital, LLC is a boutique advisory firm serving individual, high-net-worth clients, and small businesses with discretionary portfolio management and customized financial planning. The firm employs a blend of algorithmic models and discretionary decisions across multiple strategies, including leveraged ETFs, options, volatility products, and limited cryptocurrency exposure.
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