CRD: 325004
Fruit OF THE Vine Financial, LLC
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- Custodian
- Altruist · Prudential · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2023
- Office Locations
- 1
Office Locations
About Fruit OF THE Vine Financial, LLC
Fruit of the Vine Financial, LLC is a fee-only, fiduciary RIA led by Della Stegall (CFP, CIMA, RICP). The firm delivers personalized financial planning (cash flow, retirement, tax, estate and investment strategy) and investment management, including a Biblically Responsible Investing approach aligned to Christian principles. It also helps business owners set up and oversee company retirement plans with ongoing fiduciary advisory in Texas and Minnesota.
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
Della Marie Stegall
Chief Compliance Officer, Owner
- CRD
- #6659656
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,410,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,410,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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