CRD: 325004
Fruit OF THE Vine Financial, LLC
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- Custodian
- Altruist · Prudential · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $700.9K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Della Marie Stegall
Chief Compliance Officer, Owner
- CRD
- #6659656
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Fruit OF THE Vine Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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