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).
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Total Assets Under Management126MILLION
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Total Number of Accounts262ACCOUNTS
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Average Account Value$482,821
- A percentage of assets under your management
- Hourly charges
- 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
CA, FL
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.
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.
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.