Vincimus Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Expertise
Occupation focus
Fee options
Fixed fee for financial planning and consulting services, not to exceed $20,000.
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Hourly consulting fees generally range from $250 to $500 per hour based on scope and professional.
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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