FRUIT OF THE VINE FINANCIAL, LLC

FRUIT OF THE VINE FINANCIAL, LLC of NEW BRAUNFELS, TX is an SEC-registered investment adviser (CRD 325004). Regulatory assets under management: $8.4M.

Registration

• CRD: 325004
• Type: Registered investment adviser
• Location: 2810 OAK RUN PKWY STE 400-D, NEW BRAUNFELS, TX, 78132
• Phone: (830)282-0654
• Latest filing: 2026-03-18
• Regulatory AUM: $8.4M
• Discretionary AUM: $8.4M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325004 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search