V
$188.4M Total AUM
$152.9K Disc. AUM
-- 3Y CAGR
2 Employees
168 ADV. Clients
10 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2015
- Office Locations
- 1
Office Locations
-- Temecula CA
About Vine Capital Management, LLC
Vine Capital Management, LLC is a Temecula, CA registered investment adviser providing wealth management and consulting focused on retirement planning, investment planning, and portfolio construction. The firm serves individuals and entrepreneurs and implements diversified portfolios using ETFs, mutual funds, and fixed income. Custodian: LPL Financial.
Team overview
-- AVG AGE
$94.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS EDWARD HAYNES
Chief Compliance Officer, Managing Member
- CRD
- #2925033
- Ownership
- 75% or more
Available
Available
Available
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A
Addison Douglas Hinrichs
Director Of Administration
- CRD
- #7671662
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,881 | $152,881 |
| Non-Discretionary | $188,241,498 | $627,472 |
| Total | $188,394,379 | $625,895 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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