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VINCIMUS CAPITAL, LLC
CRD 321865 · SEC 801-125872
29160 HEATHERCLIFF RD, SUITE 203, MALIBU, CA, 90265, United States
Phone
904.226.4946
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.7M
Discretionary AUM
$75.9M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $2.4M |
| High net worth individuals | 29 | $148.5M |
| Pension/profit sharing plans | 8 | $9.3M |
| Corporations/business entities | 7 | $23.5M |
States served
CA, WA, FL
All web addresses on file
Official SEC filing: View on IAPD