{
  "crd_number": 321865,
  "slug": "vincimus-capital-llc-malibu-ca-321865",
  "primary_business_name": "VINCIMUS CAPITAL, LLC",
  "legal_name": "VINCIMUS CAPITAL, LLC",
  "dbas": [
    "VINCIMUS"
  ],
  "city": "Malibu",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-09",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-04",
  "carried_forward": false,
  "raum_total": 183679557.0,
  "raum_discretionary": 75887458.0,
  "raum_non_discretionary": 107792099.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2434364.0,
      "count": 17
    },
    "pension_profit_sharing": {
      "raum": 9282649.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 148457715.0,
      "count": 29
    },
    "corporations_other_businesses": {
      "raum": 23504829.0,
      "count": 7
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/vincimus-capital",
    "https://vincimus.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321865",
  "city_as_filed": "MALIBU",
  "url": "https://advisorcensus.com/firm/vincimus-capital-llc-malibu-ca-321865",
  "display_name": "Vincimus Capital, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Vincimus Capital, LLC (CRD 321865): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Vincimus Capital, LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is Vincimus Capital, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Vincimus Capital, LLC registered with the SEC or a state?",
      "a": "Vincimus Capital, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321865."
    },
    {
      "q": "How much does Vincimus Capital, LLC manage?",
      "a": "Vincimus Capital, LLC reports $183,679,557 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (41% discretionary)."
    },
    {
      "q": "How have Vincimus Capital, LLC's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Vincimus Capital, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does Vincimus Capital, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Vincimus Capital, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Vincimus Capital, LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 146964721.0,
      "total_employees": 3,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 126499168.0,
      "total_employees": 3,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 167753123.0,
      "total_employees": 3,
      "filing_date": "2025-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 183679557.0,
      "total_employees": 4,
      "filing_date": "2026-05-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum requirements for opening and maintaining an account is $1,000,000, although this minimum may be waived at our discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum requirements for opening and maintaining an account is $1,000,000, although this minimum may be waived at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vincimus-capital-llc-malibu-ca-321865.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 2434364.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 148457715.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 9282649.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 23504829.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321865",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}