|
⚲
|
| Keyboard |
| Vines Capital Management LLC
✚
|
|
|---|---|
| CRD # | 298727 |
| SEC # | 801-123516 |
| CIK # | 0002110678 |
| AUM | 192.2 M (2026-05-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 318-450-4664 |
| Address | 1896 Hudson Circle Monroe, LA 71201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110678 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.2 | ||
| Apple Inc | 8.7 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Microsoft Corp | 3.1 | ||
| Amazon Com Inc | 2.9 | ||
| Alphabet Inc | 1.9 | ||
| Business First Bancshares Inc | 1.3 | ||
| Broadcom Inc | 1.3 | ||
| Facebook Inc | 1.3 | ||
| Entergy Corp /DE/ | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Tesla Motors Inc | 0.9 | ||
| Shopify Inc | 0.9 | ||
| Caterpillar Inc | 0.9 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Martin Marietta Materials Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 33.6 |
| (b) Individuals (high net worth individuals) | 25 | 110.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 11.4 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 27.4 |
| (n) Other | 7 | 8.7 |
| Total | 441 | 192.2 |
| By Discretionary | ||
| Discretionary | 441 | 192.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 441 | 192.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.2 | |
| Total | 441 | 192.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110678] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tailwinds Wealth LLC
✚
|
MN | 192.7 M |
|
Cadia Private Client LLC
✚
|
NJ | 192.5 M |
|
Southern Capital Services Inc
✚
|
AL | 192.5 M |
|
Greenshields Capital LLC
✚
|
CA | 192.5 M |
|
Park State Asset Management LLC
✚
|
MA | 192.4 M |
|
Hampton Rock Wealth Management I LLC
✚
|
TX | 192.4 M |
|
Southport Station Financial Management LLC
✚
|
CT | 192.1 M |
|
RFP Financial Group LLC
✚
|
GA | 192.0 M |
|
Pettee Investors Inc
✚
|
CT | 191.9 M |
|
First American Asset Advisory LLC
✚
|
NY | 191.8 M |