# Neil Kay

> Neil Kay is a fee-only financial advisor at Old Vine Capital in Austin, Texas. Neil focuses on estate & legacy planning. Old Vine Capital reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/neil-kay/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Old Vine Capital
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $167.0M across 269 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 6101164 (https://adviserinfo.sec.gov/individual/summary/6101164)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2013), Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.oldvinecapital.com/

## Frequently asked questions

### Is Neil Kay a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and Old Vine Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Neil charge for financial advice?

Neil's firm, Old Vine Capital, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Neil Kay based?

Neil Kay is based in Austin, Texas.

### What does Neil specialize in?

Neil's specialties include estate & legacy planning.

### Is Neil Kay registered with the SEC?

Yes. Neil Kay is registered as an investment adviser representative in CA and TX (CRD 6101164), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Old Vine Capital manage?

Old Vine Capital reports $167.0M across 269 accounts in assets under management.

### How do I contact Neil Kay?

Through Neil's website, www.oldvinecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6101164): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.oldvinecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.