# Vine Capital Management, LLC

> 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.

- CRD: 269894
- Filed as: VINE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/269894
- AdvisorCensus page: https://advisorcensus.com/firm/vine-capital-management-llc-269894

## Quick answers

**How is Vine Capital Management, LLC compensated?**
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).

**How much does Vine Capital Management, LLC charge?**
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.

**Is Vine Capital Management, LLC registered with the SEC or a state?**
Vine Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 269894.

**How much does Vine Capital Management, LLC manage?**
Vine Capital Management, LLC reports $188,394,379 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (0% discretionary).

**How have Vine Capital Management, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Vine Capital Management, LLC serve?**
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).

**Which custodians does Vine Capital Management, LLC use?**
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.

**Does Vine Capital Management, LLC report any disciplinary disclosures?**
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

**What changed in Vine Capital Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Flat fee: $750 (initial plans)

> Flat fees will be $750 for initial plans and $500 for annual updates to the plan thereafter .

- Flat fee: $500 a year (annual updates to the plan thereafter)

> Flat fees will be $750 for initial plans and $500 for annual updates to the plan thereafter .

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $188,394,379
- Discretionary: $152,881
- Non-discretionary: $188,241,498

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $30,896,804 |
| High net worth individuals | 60 | $135,757,852 |
| Charitable organizations | 1 | $1,831,315 |
| Corporations or other businesses not listed above | 2 | $19,908,408 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vinecapitalmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $116,090,713 | 1 | February 24, 2022 |
| October 2023 | $108,380,683 | 2 | March 8, 2023 |
| October 2024 | $131,529,068 | 2 | January 11, 2024 |
| October 2025 | $151,701,527 | 2 | January 17, 2025 |
| October 2026 | $188,394,379 | 2 | January 20, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $151,701,527 to $188,394,379 (+24%).
- Registered or notice-filed in AZ, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vine Capital Management, LLC (CRD 269894): Form ADV filing data as of October 2026.