Vineyard Family Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vineyard Family Wealth serves a small roster of predominantly high-net-worth families and institutional clients, managing about $78.1 million across 13 accounts. The firm offers discretionary portfolio management and wealth-planning services supported by professional credentials in financial planning, trust and fiduciary practice, and taxation (CFP®, CTFA, EA).
The firm’s sole advisor works directly with each client to tailor investments to stated goals, risk tolerance, and any client-imposed restrictions, and maintains written policies and a code of ethics to guide supervision. Consistent with many independent advisers, Vineyard generally charges fees based on a percentage of assets under management and the principal retains hands-on responsibility for both advisory and compliance oversight.
What distinguishes Vineyard Family Wealth from many peers is its inclusion of institutional clients alongside high-net-worth private clients—an uncommon service mix for a solo independent adviser—and its trust and tax-focused credentials and background that reflect prior roles in trust-company and wealth-management settings. The combination of a very small client base and relatively substantial assets under management suggests concentrated, relationship-driven engagement with each client.
Client services
Expertise
Main office
800 Town and Country Boulevard, Suite 500
Houston TX 77024
Advisors at this office
1
Most active in
Texas
Also doing business as
Bayou Advisors, LLC · Vineyard Family Wealth Advisors · Vineyard Family Wealth, LLC
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
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