# True Vine Investments

> True Vine Investments is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 154334
- Filed as: TRUE VINE INVESTMENTS
- Legal name: Hall, Joshua Steven
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154334
- AdvisorCensus page: https://advisorcensus.com/firm/true-vine-investments-154334

## Quick answers

**How is True Vine Investments compensated?**
On its Form ADV (Item 5.E, October 2026), True Vine Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is True Vine Investments registered with the SEC or a state?**
True Vine Investments is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154334.

**How much does True Vine Investments manage?**
True Vine Investments reports $2,000,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (85% discretionary).

**What types of clients does True Vine Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does True Vine Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154334

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,000,000
- Discretionary: $1,700,000
- Non-discretionary: $300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $2,000,000 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truevineinvestments.com
- LinkedIn @JOSHUA-HALL-A6101A134
- X @TrueVineInvest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Vine Investments (CRD 154334): Form ADV filing data as of October 2026.