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VINES CAPITAL MANAGEMENT, LLC

MONROE, LA · CRD 298727 · IAPD ↗ · vinescapital.com · 318-450-4664

$192.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — VINES CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — VINES CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
March 2025 — VINES CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($123.2M -> $168.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.