Neil Kay
Old Vine Capital · Austin, Texas
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.
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Specialties
Facts
| Firm | Old Vine Capital |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $167.0M across 269 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6101164 |
| Exams passed | Series 63 (2013) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oldvinecapital.com |
| Profile |
How Neil's firm compares
- Old Vine Capital's average account is about $621,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about Neil
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on estate & legacy planning
Where this information comes from
- SEC adviser records : 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
- Old Vine Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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