# Vineyard Family Wealth Advisors

> Vineyard Family Wealth Advisors is a state-registered investment advisory firm in Houston, TX, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 312336
- Filed as: VINEYARD FAMILY WEALTH ADVISORS
- Legal name: Vineyard Family Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312336
- AdvisorCensus page: https://advisorcensus.com/firm/vineyard-family-wealth-advisors-houston-tx-312336

## Quick answers

**How is Vineyard Family Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Vineyard Family Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vineyard Family Wealth Advisors located?**
Vineyard Family Wealth Advisors' principal office is in Houston, TX, according to its Form ADV.

**Is Vineyard Family Wealth Advisors registered with the SEC or a state?**
Vineyard Family Wealth Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 312336.

**How much does Vineyard Family Wealth Advisors manage?**
Vineyard Family Wealth Advisors reports $78,128,813 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Vineyard Family Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Vineyard Family Wealth Advisors: Regulatory assets under management: $0 in the October 2021 data and $78,128,813 in the October 2026 data. Total employees: 3 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vineyard Family Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13).

**Does Vineyard Family Wealth Advisors 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/312336

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $78,128,813
- Discretionary: $78,128,813
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 13 | $78,128,813 |
| 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 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vineyardfamilywealth.com](https://vineyardfamilywealth.com)
- LinkedIn @rodneyjames

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | March 12, 2021 |
| October 2026 | $78,128,813 | 1 | March 13, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $78,128,813 in the October 2026 data.
Total employees: 3 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vineyard Family Wealth Advisors (CRD 312336): Form ADV filing data as of October 2026.