Vine Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$166,654,656
Clients
165
Advisors
2
of 2 employees
About
Vine Capital Management provides investment advisory and consulting services to individuals (including high-net-worth clients), trusts, retirement plans and business entities. The firm offers asset management exclusively through a wrap fee program, along with standalone financial planning and retirement plan consulting services; wrap clients may receive financial planning at no additional charge.
The firm’s investment process combines fundamental analysis, asset- and sector-allocation, use of mutual funds and ETFs, and both long- and short-term trading tactics, with a stated contrarian security-selection approach. Wrap asset management accounts are managed on an individualized basis consistent with each client’s objectives, risk tolerance and time horizon, while cash balances are typically held in conservative, liquid instruments.
What is distinctive about Vine Capital is that it acts solely as a wrap fee program sponsor and, per the brochure, reports the large majority of its regulatory assets under management as non-discretionary (reporting $152,881 discretionary and $188,241,498 non-discretionary as of 12/31/2025). The firm’s representatives are also licensed insurance agents/brokers and the brochure discloses ancillary services offered by its principal, which introduce additional product and referral relationships not common to many peers.
Client services
Expertise
Fee options
$750 for initial financial plans and $500 for annual updates
Up to $250 per hour for financial planning and consulting services and retirement plan consulting services
Main office
Temecula CA
Advisors at this office
2
Most active in
Arizona · California · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Thomas H
Series 66
Temecula, CA
Vine Capital Management, LLC
Thomas Haynes is a financial advisor at Vine Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Vine Capital since 2015. He also maintains an insurance agent role with LPL Financial Insurance Associates, where he sells life insurance policies. Vine Capital Management provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities, focusing on asset management through a wrap fee program. The firm employs a contrarian security-selection approach and manages accounts based on clients’ objectives, risk tolerance, and time horizon.
Addison H
Series 65
Temecula, CA
Vine Capital Management, LLC
Addison Hinrichs is a financial advisor at Vine Capital Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked previously at Shafer and Ray, CPAs, and KLittle Accounting. Outside of finance, he serves as Worship Director at Temecula Hills Christian Fellowship. Vine Capital Management provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers asset management through a wrap fee program, combining fundamental analysis and a contrarian security-selection approach tailored to each client’s objectives and risk tolerance.
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