A complete list of active advisors currently associated with Vines Capital Management, LLC

Warmer can help you find a great advisor at Vines Capital Management, LLC or one who fits your needs even better.

Vines Capital Management, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high net worth clients), pension and profit‑sharing plans, business entities, and charitable organizations. The firm also offers plan-level services such as participant education and may recommend third‑party money managers or model portfolios as part of client engagements. The adviser typically manages accounts on a discretionary basis using model portfolios that span conservative to aggressive risk profiles and applies methods such as fundamental analysis and Modern Portfolio Theory; it primarily recommends mutual funds and ETFs but may also use options, margin, and leveraged ETFs when appropriate. Custody and trade execution are generally handled through the Charles Schwab institutional platform, and the firm may aggregate household accounts for fee breakpoints and monitor any third‑party managers it recommends. Distinctive features include a small advisory team (three advisors) managing approximately $192 million in discretionary assets, placing the firm at the higher end of assets for a 1–3 advisor practice, and an explicit pension consulting offering that includes participant seminars and plan‑level advice. The firm does not vote client proxies and notes that persons associated with the firm may, in limited cases tied to family relationships, serve as trustees—details clients should consider when evaluating conflicts and oversight.

To learn more about the advisors currently working at Vines Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.