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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-21-2018
- Office Locations
- 1
Office Locations
About Vines Capital Management, LLC
Vines Capital Management is an independent RIA providing customized portfolio management and wealth planning for high net worth families, individuals, and businesses. The firm blends active and passive implementation across traditional and alternative assets, using ETFs and public funds where appropriate, with custody through Charles Schwab. Founded and led by Ken Vines (CIMA, AIF) with 30+ years across market cycles.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KENNETH GUS VINES
Chief Compliance Officer, President
- CRD
- #2343438
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DOROTHY ANN JOHNSTON VINES
Investment Advisor
- CRD
- #7348520
Lana Hodge Weant
--
- CRD
- #7734619
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,183,223 | $435,790 |
| Non-Discretionary | $0 | -- |
| Total | $192,183,223 | $435,790 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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