AdvisorCensus / Financial advisors / California / Los Angeles / Vincimus Capital, LLC
Vincimus Capital, LLC is an SEC-registered investment advisory firm in Malibu, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.
Quick answers
From the filingHow is Vincimus Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Vincimus Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Vincimus Capital, LLC located?
Vincimus Capital, LLC's principal office is in Malibu, CA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Vincimus Capital, LLC registered with the SEC or a state?
Vincimus Capital, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321865.
How much does Vincimus Capital, LLC manage?
Vincimus Capital, LLC reports $183,679,557 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (41% discretionary).
How have Vincimus Capital, LLC's assets and staff changed since 2022?
In the Form ADV data for Vincimus Capital, LLC: Regulatory assets under management: $0 in the October 2022 data and $183,679,557 in the October 2026 data. Total employees: 1 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vincimus Capital, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (17); pension and profit sharing plans (but not the plan participants or government pension plans) (8).
Does Vincimus Capital, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321865
Does Vincimus Capital, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum requirements for opening and maintaining an account is $1,000,000, although this minimum may be waived at our discretion."
What changed in Vincimus Capital, LLC's recent Form ADV filings?
In the June 2026 filing data: Employees performing advisory functions went from 2 to 4. Added an office in Kirkland, WA. Registered or notice-filed in WA. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum requirements for opening and maintaining an account is $1,000,000, although this minimum may be waived at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$183,679,557 as of October 2026, filing dated May 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- VINCIMUS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $183,679,557 | 4 | May 4, 2026 |
| October 2025 | $167,753,123 | 3 | March 29, 2025 |
| October 2024 | $126,499,168 | 3 | August 23, 2024 |
| October 2023 | $146,964,721 | 3 | September 15, 2023 |
| October 2022 | $0 | 1 | September 1, 2022 |
Regulatory assets under management: $0 in the October 2022 data and $183,679,557 in the October 2026 data.
Total employees: 1 in October 2022 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Employees performing advisory functions went from 2 to 4.
- Added an office in Kirkland, WA.
- Registered or notice-filed in WA.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vincimus Capital, LLC (CRD 321865): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vincimus-capital-llc-malibu-ca-321865