{
  "crd_number": 269894,
  "slug": "vine-capital-management-llc-269894",
  "primary_business_name": "VINE CAPITAL MANAGEMENT, LLC",
  "legal_name": "VINE CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-25",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "carried_forward": false,
  "raum_total": 188394379.0,
  "raum_discretionary": 152881.0,
  "raum_non_discretionary": 188241498.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1831315.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 30896804.0,
      "count": 105
    },
    "high_net_worth_individuals": {
      "raum": 135757852.0,
      "count": 60
    },
    "corporations_other_businesses": {
      "raum": 19908408.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://vinecapitalmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269894",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/vine-capital-management-llc-269894",
  "display_name": "Vine Capital Management, LLC",
  "summary": "Vine Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.",
  "citation": "AdvisorCensus. Vine Capital Management, LLC (CRD 269894): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Vine Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vine Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Vine Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 states: Flat fee: $750 (initial plans); Flat fee: $500 a year (annual updates to the plan thereafter). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Vine Capital Management, LLC registered with the SEC or a state?",
      "a": "Vine Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 269894."
    },
    {
      "q": "How much does Vine Capital Management, LLC manage?",
      "a": "Vine Capital Management, LLC reports $188,394,379 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (0% discretionary)."
    },
    {
      "q": "How have Vine Capital Management, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Vine Capital Management, LLC: Regulatory assets under management: $116,090,713 in the October 2022 data and $188,394,379 in the October 2026 data, up 62%. Total employees: 1 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Vine Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (60); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Vine Capital Management, LLC use?",
      "a": "Vine Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vine Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/269894"
    },
    {
      "q": "What changed in Vine Capital Management, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $151,701,527 to $188,394,379 (+24%). Registered or notice-filed in AZ, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 116090713.0,
      "total_employees": 1,
      "filing_date": "2022-02-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 108380683.0,
      "total_employees": 2,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 131529068.0,
      "total_employees": 2,
      "filing_date": "2024-01-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 151701527.0,
      "total_employees": 2,
      "filing_date": "2025-01-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 188394379.0,
      "total_employees": 2,
      "filing_date": "2026-01-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $151,701,527 to $188,394,379 (+24%).",
        "Registered or notice-filed in AZ, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $750 (initial plans)",
      "Flat fee: $500 a year (annual updates to the plan thereafter)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $750 (initial plans)"
        ],
        "quotes": [
          "Flat fees will be $750 for initial plans and $500 for annual updates to the plan thereafter ."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 a year (annual updates to the plan thereafter)"
        ],
        "quotes": [
          "Flat fees will be $750 for initial plans and $500 for annual updates to the plan thereafter ."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 750.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "initial plans"
        },
        {
          "kind": "flat",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "annual updates to the plan thereafter"
        }
      ]
    },
    "quotes": [
      "Flat fees will be $750 for initial plans and $500 for annual updates to the plan thereafter .",
      "Flat fees will be $750 for initial plans and $500 for annual updates to the plan thereafter ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/vine-capital-management-llc-269894.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 105,
      "fewer_than_5": false,
      "raum": 30896804.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 135757852.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1831315.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 19908408.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269894",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}