Vincimus Capital, LLC logo

Vincimus Capital, LLC

Updated today

Total assets under management

$183,679,557

Total clients

46

63% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

15

Average account size

$3,993,034

About

Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning to individuals, high net worth clients, business owners, and family offices. Services are delivered through individual, joint, IRA, trust, and other legal-entity accounts and can include written financial plans or consulting engagements.

The firm’s investment approach is tactically diversified and macro-oriented, combining index and actively managed funds with allocations to vetted private-market managers and alternative investments, and rebalancing to maintain target allocations. Vincimus Capital operates on both discretionary and non-discretionary bases and, as of December 31, 2025, reported approximately $75.9 million in discretionary AUM and $107.8 million in non-discretionary AUM.

Noteworthy aspects disclosed in the brochure include the firm’s involvement with special-purpose investment vehicles and private funds: a control person is a co-owner of GP JAX Surf and Sagacity DP LLC, and the firm may recommend or receive compensation from such entities, a relationship it discloses as a potential conflict. The firm also provides family-office investment consulting, helps establish written investment policy statements, and assists qualified clients with implementation of private placements and other customized alternative strategies.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Private / alternative investments Business Financial Management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee for financial planning and consulting services, not to exceed $20,000.

Percentage

$0 - $1,000,000: 1.50% $1,000,001+: 1.00%

Project-based

Hourly consulting fees generally range from $250 to $500 per hour based on scope and professional.

Other

Account minimum: $1,000,000 Minimum fee: Financial planning fees generally include a set fee, not to exceed $20,000 for a written financial plan and consultation services. Fee-only: Financial planning fixed fees up to $20,000; investment consulting fixed fees generally range from $5,000 to $50,000; hourly consulting fees range from $250 to $500 per hour.

Main office location

Vincimus Capital, LLC

29160 Heathercliff Rd, Suite 203

Malibu CA 90265, United States

Number of offices

2

Most active in

California · Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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