True Vine Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000,000
Clients
15
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$133,333
About
True Vine Investments is a sole‑advisor registered investment adviser that manages accounts for a small group of clients—approximately 15—including individuals, trusts, estates, charitable organizations and some institutional clients. The firm offers discretionary portfolio management of diversified, long‑term equity and ETF portfolios and also provides allocation advice for employer‑sponsored defined contribution plans.
The investment approach is global and trend‑oriented, combining macro trend identification, market‑condition analysis, and company‑level fundamental research to construct longer‑term portfolios with occasional shorter‑term adjustments. Portfolios emphasize individually selected domestic and foreign stocks and ETFs, and may include exposure to foreign currencies, low‑priced foreign equities, and commodity/currency/interest‑rate‑hedged ETFs that use derivatives.
Notably, the firm requires clients to custody accounts at a single broker‑dealer (Interactive Brokers) to access international markets and execution, a directed‑brokerage practice that is less common among peers. Its Code of Ethics includes religiously framed language and the advisor discloses personal ownership of many of the same securities held for clients, and—given the firm’s small size—has not implemented a formal personal‑trading policy.
Client services
Portfolio management
Expertise
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$0.00 - $99,999.99: 1.25% $100,000.00 - $249,999.99: 1.00% $250,000.00 - $499,999.99: 0.90% $500,000.00 - $999,999.99: 0.80% $1,000,000.00 - $2,499,999.99: 0.70% $2,500,000.00 - $4,999,999.99: 0.60% $5,000,000.00+: 0.50%
Main office location
True Vine Investments
Williamsport PA, United States
Number of offices
1
Most active in
True Vine Investments has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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