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The fee is billed in arrears and is negotiable.","source":"VINES CAPITAL MANAGEMENT, LLC ADV PART 2 BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Vines Capital Management use?","answer":"Vines Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $179M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vines Capital Management have?","answer":"Vines Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vines Capital Management invest in?","answer":"At the end of its last fiscal year, Vines Capital Management’s separately managed accounts held 47% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: US State and Local Securities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vines Capital Management?","answer":"Vines Capital Management is owned through a holding company by Kenneth Vines. Its direct owner is Kenneth G. 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