VINCIMUS CAPITAL, LLC

RIASEC RegisteredEst. 2022

Total AUM

$184M

Discretionary

$75.9M

41% of AUM

Avg account

$522K

Accounts

352

Employees

Advisory reps

Firm details

Headquarters: MALIBU, California
CRD number: 321865
Registered since: June 9, 2022
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI80.82%
Corporations / Businesses12.8%
Pension & Profit Sharing Plans5.05%
Individuals1.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vincimus Capital, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and educational seminars. It also operates as an insurance broker and charges fees by percentage of assets under management and by hourly engagements. The firm is owned by an individual and is not characterized as an active ESG investor. Vincimus participates in the sponsor/manager side of pooled vehicles, identifying itself as a sponsor, general partner and managing member for certain pooled investment structures. The firm is not identified as a capital allocator in the source data.