Vine Capital Management, LLC

Vine Capital Management provides investment advisory and consulting services to individuals (including high-net-worth clients), trusts, retirement plans and business entities. The firm offers asset management exclusively through a wrap fee program, along with standalone financial planning and retirement plan consulting services; wrap clients may receive financial planning at no additional charge.

The firm’s investment process combines fundamental analysis, asset- and sector-allocation, use of mutual funds and ETFs, and both long- and short-term trading tactics, with a stated contrarian security-selection approach. Wrap asset management accounts are managed on an individualized basis consistent with each client’s objectives, risk tolerance and time horizon, while cash balances are typically held in conservative, liquid instruments.

What is distinctive about Vine Capital is that it acts solely as a wrap fee program sponsor and, per the brochure, reports the large majority of its regulatory assets under management as non-discretionary (reporting $152,881 discretionary and $188,241,498 non-discretionary as of 12/31/2025). The firm’s representatives are also licensed insurance agents/brokers and the brochure discloses ancillary services offered by its principal, which introduce additional product and referral relationships not common to many peers.