$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
3 Employees
34 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-2020
- Office Locations
- 3
Office Locations
-- Broken Arrow OK
-- Taipei --
-- Tulsa OK
About Tines Capital, LLC
Tines Capital, LLC is an Oklahoma-based RIA providing personalized financial planning and investment management for retail and institutional clients. Portfolios blend low-cost index fund strategies with proprietary, algorithmic models designed to adapt to market trends and manage risk, alongside goal-based planning with tax optimization. Commonly custodied at Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$147.5K AVG AUM / CLIENT
2.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Charles Austin Tines
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #7263951
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
Daniel Steven Dickie
--
- CRD
- #8031997
Available
Available
Available
J
Joshua Hanes
--
- CRD
- #8065194
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,013,403 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,013,403 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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