Old Vine Capital

Old Vine Capital (CRD# 305172) is a financial advisory firm headquartered in , . They manage $84,768,724 in 181 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.oldvinecapital.com/
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $468,335
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Old Vine Capital
Showing 1 - 1 of 1 top financial advisors.
1
Neil Kay, financial advisor Austin TX
Neil M. Kay
CRD#: 6101164
Austin, TX

Neil Kay (CRD# 6101164) is an Investment Advisor Representative working at Old Vine Capital in Austin, TX and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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