Tines Capital, LLC

Overview

Tines Capital, LLC is a small, independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly charges, and operates under an individual ownership structure. Investment activity is centered on public mutual funds as the primary vehicle for client portfolios, while the firm also allocates to select alternatives—specifically real estate and digital currency—through third-party managers. Custody and trade execution are handled through Interactive Brokers, which matches the firm’s lean operational footprint and a preference for low-cost, execution-oriented custody. Investment preferences reflect a pragmatic, diversified approach: public fund wrappers for broad exposure and liquidity, augmented by targeted alternative exposures where clients seek diversification beyond equities and bonds. The practice appears designed for modest-sized portfolios that need financial planning and ongoing portfolio oversight rather than large institutional mandates or complex proprietary products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices