Vincimus Capital, LLC

Vincimus Capital, LLC (CRD# 321865) is a financial advisory firm headquartered in Malibu, CA. They manage $126,499,168 in 262 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
29500 Heathercliff Rd. Spc. 112, Malibu, CA 90265
https://vincimus.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $482,821
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Vincimus Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lockwood Holmes, financial advisor Malibu CA
Lockwood P. Holmes
CRD#: 6375607
29500 Heathercliff Rd. Spc. 112, Malibu, CA 90265

Lockwood Holmes (CRD# 6375607) is an Investment Advisor Representative working at Vincimus Capital, LLC in Malibu, CA and has over 9 years of experience in the finance industry.

2
Joel Lopata, financial advisor Malibu CA
Joel Lopata
CRD#: 7769042
29500 Heathercliff Rd. Spc. 112, Malibu, CA 90265

Joel Lopata (CRD# 7769042) is an Investment Advisor Representative working at Vincimus Capital, LLC in Malibu, CA and has 1 year of experience in the finance industry.

3
Morgan Phillips, financial advisor Jacksonville FL
Morgan C. Phillips
CRD#: 5384141
7077 Bonneval Rd, Suite 610, Jacksonville, FL 32216

Morgan Phillips (CRD# 5384141) is an Investment Advisor Representative working at Vincimus Capital, LLC in Jacksonville, FL and has over 16 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals