Vectis Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vectis Capital is an SEC‑registration applicant founded in April 2026 that provides discretionary and non‑discretionary portfolio management and incidental financial planning primarily for ultra‑high‑net‑worth individuals and families, targeting households with roughly $25 million or more in investable assets. The firm also works with qualified or accredited clients on allocations to private funds and special purpose vehicles and coordinates with clients’ tax, estate, and trust advisors to align investment decisions with broader wealth‑transfer and after‑tax objectives.
The firm’s investment process combines quantitative, fundamental, technical and economic analysis and may employ Independent Managers to implement portions of client portfolios. Vectis conducts ongoing due diligence and consolidated reporting on private investments, performs operational and investment reviews for client‑sourced alternatives, and provides assistance in the selection of other advisers when appropriate.
Distinctive features for a firm in this regulatory category include a periodic newsletter and educational webinars, an option for a fixed annual retainer in addition to asset‑based fees, and a multi‑office structure despite its recent formation and currently reported zero assets under management. The brochure discloses affiliations with private fund managers and related conflicts of interest when recommending affiliated vehicles; the firm states it addresses these conflicts through disclosure, supervisory oversight, and a reduced reporting/servicing fee on assets allocated to affiliated funds.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $10,000,000: 0.95% $10,000,000 - $25,000,000: 0.75% $25,000,000 - $100,000,000: 0.55% $100,000,000+: 0.35%
Performance-based fees are charged at the fund level for affiliated private funds; separate from Firm's fees.
Account minimum: $25,000,000 Minimum fee: Minimum annual fee of $100,000, may be waived at Firm's discretion Fee-only: Fixed annual retainer option with tiered rates: 1.14% (first $10M), 0.90% ($10M-$25M), 0.66% ($25M-$100M), 0.42% (above $100M). Fees billed quarterly in advance.
Main office
Austin TX
Advisors at this office
4
Most active in
California · Colorado · New York · Texas · Washington
Also doing business as
Vectis · Vectis Capital · Vectis Capital LLC
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:
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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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Matthew G
Series 65
Austin, TX
Vectis Capital
Matthew Gropp is a financial advisor at Vectis Capital in Austin, TX, holding a Series 65 credential with four years of industry experience. His prior roles include positions at MCM Wealth and Blue Hall Capital LLC, where he worked for five and eight years respectively. Vectis Capital is an SEC-registration applicant that provides discretionary and non-discretionary portfolio management and financial planning primarily to ultra-high-net-worth individuals and families with investable assets of approximately $25 million or more. The firm employs a combination of quantitative, fundamental, technical, and economic analysis in its investment process and coordinates with clients' tax, estate, and trust advisors to align investment decisions with broader wealth-transfer and after-tax objectives.
Itay V
Series 65
Austin, TX
Vectis Capital
Itay Vinik is the managing member of Vectis Capital and holds a Series 65 designation with 13 years of industry experience. Prior to founding Vectis Capital in 2026, he worked at Equilibrium Ventures, LLC and Ace of Swords, LP, among other firms. Outside of his advisory role, Mr. Vinik holds a Texas real estate license and actively manages multi-family properties through various holding companies. Vectis Capital primarily serves ultra-high-net-worth individuals and families, offering discretionary and non-discretionary portfolio management along with financial planning. The firm employs a multi-faceted investment approach that includes quantitative, fundamental, technical, and economic analysis, and coordinates with clients’ tax, estate, and trust advisors to align investment decisions with broader wealth-transfer and after-tax goals.
Brian J
CFP®, Series 63
Austin, TX
Vectis Capital
Brian Jackson is a CFP® with five years of industry experience, currently affiliated with Vectis Capital since 2026. His prior experience includes roles at MCM Wealth, Quontic Bank, Robinhood Financial, JPMorgan Chase Bank, and The Vanguard Group. Vectis Capital is an SEC-registration applicant that provides portfolio management and financial planning services primarily for ultra-high-net-worth individuals and families. The firm uses a combination of quantitative, fundamental, technical, and economic analysis, and works with independent managers and other advisers to implement and review client investments.
Robert H
Series 65
Austin, TX
Vectis Capital
Robert Hoyt is a financial advisor at Vectis Capital with 11 years of industry experience. He holds a Series 65 designation and has previously worked at MCM Wealth, Blue Hall Capital, and Allied Health Professionals, LLC. Vectis Capital is an SEC-registration applicant that provides portfolio management and financial planning primarily for ultra-high-net-worth individuals and families. The firm employs a multi-disciplinary investment approach and offers services including private fund allocations and coordination with clients’ tax and estate advisors.
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