VCP FINANCIAL LLC

RIASEC RegisteredEst. 2018

Total AUM

$143M

Discretionary

$73.1M

51% of AUM

Avg account

$347K

Accounts

411

Employees

Advisory reps

Firm details

Headquarters: STATEN ISLAND, New York
CRD number: 167901
Registered since: January 5, 2018
Website: www.vcpfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI68.15%
Corporations / Businesses17.7%
Individuals10.1%
Pension & Profit Sharing Plans4.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

VCP Financial LLC is an independent, owner-operated registered investment adviser that began its SEC registration in 2018 and operates as a limited liability company. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that can select outside managers and sponsor pooled vehicles. Primary services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation arrangements combine asset-based fees and hourly billing. The firm does not identify as an active ESG investor and is not described as operating across multiple states.