Tulsa, OK Office
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Tines Capital, LLC
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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.
Based on Tines Capital, LLC
Expertise
Based on Tines Capital, LLC
Location
Tulsa OK
Advisors at this office
2
Advisors at this office
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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