# Vines Capital Management

Vines Capital Management is a Bank / Wealth / Trust based in Monroe, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Monroe, United States
- **Region:** North America
- **Address:** Monroe, LA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** vinescapital.com
- **LinkedIn:** https://www.linkedin.com/company/vines-capital-management

## Regulatory record

- **CRD number:** 298727
- **SEC file number:** 801-123516
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298727

## About

Founded in 2018 in Monroe, Louisiana, Vines Capital Management registered with the SEC as an investment adviser to provide portfolio management and financial planning services. The firm works primarily with individuals, high-net-worth clients, and business entities based in northeastern Louisiana and the broader Ark-La-Tex area. Its founding reflects the continued demand for locally based, fiduciary-level wealth advice outside major financial centers. Vines structures its advisory work around discretionary portfolio management and comprehensive financial planning. The firm constructs client portfolios using individual equities, fixed-income instruments, and mutual funds, with allocations determined by each client's risk tolerance and objectives. Accounts are held at an independent custodian, separating advisory and custody functions. Most clients are local residents or closely held business owners whose wealth is tied to regional real estate, operating companies, and professional practices. The firm maintains a single office in Monroe and operates with a lean team typical of a boutique RIA. Vines has not publicly announced any adjacent vehicles, philanthropic structures, or co-investment programs. Vines functions as a classic Main Street advisory practice, not an institutional allocator. Its structure differs from multi-family offices or hybrid venture platforms in that it does not pool client capital into proprietary funds or club deals. The advisor's independence from a wirehouse or bank gives it the flexibility to custody assets at a third party and select investments without product-manufacturer pressure. That separation of advice from product is the firm's primary structural differentiator in a market where many competitors are affiliated with regional banks or insurance platforms.

## Related profiles

- [Vine Capital Management](https://altss.com/profile/vine-capital-management)
- [Vineyard Family Wealth Advisors](https://altss.com/profile/vineyard-family-wealth-advisors)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/vines-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology