Vectis Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$125,742,250
Clients
25
Advisors
4
of 6 employees
About
Vectis Capital provides discretionary and non‑discretionary portfolio management and integrated financial planning primarily for ultra‑high‑net‑worth individuals and families, and has added family office services to its offering. The firm reports roughly $126 million in regulatory assets under management and works with a small number of client households while coordinating with clients’ tax, estate, and trust professionals.
Its investment process combines quantitative, fundamental, technical, and economic analysis and may deploy allocations to independent managers, private funds, and pooled vehicles as part of portfolio construction. Vectis also performs operational work for private investments — due diligence, capital call and distribution management, and consolidated reporting — and publishes periodic newsletters and educational webinars for clients and subscribers.
What distinguishes Vectis from many peers is its active role in private fund activity: certain management persons serve in senior roles at an affiliated adviser and affiliated private funds, and the firm may recommend or sponsor pooled private investment vehicles that charge performance‑based fees at the fund level. The firm’s small client base (about 25 clients) supported by a multi‑advisor team, its emphasis on family office services, and temporary dual‑registration arrangements to facilitate personnel transitions are features the brochure discloses as potential conflicts and supervisory considerations that are less common among similar advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time operational and investment due diligence fee for client-sourced alternative investments ranging from $0 to $25,000; may be waived if investment is made.
$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 charged at the affiliated private fund (Equi funds) level; firm charges 0.50% annually for affiliated private funds in addition to fund level fees.
Account minimum: $25,000,000 Minimum fee: Minimum annual fee of $100,000 applies and may be waived at Firm’s discretion. Fee-only: Fixed annual retainer option billed quarterly in advance, tiered schedule: First $10M - 1.14%; $10M-$25M - 0.90%; $25M-$100M - 0.66%; Above $100M - 0.42%. Fee increases by 25% when assets double in value.
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 designation with five years of industry experience. He previously worked at MCM Wealth for five years and Blue Hall Capital LLC for eight years before joining Vectis Capital in 2026. Vectis Capital provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families. The firm also offers family office services and utilizes a comprehensive investment process that includes quantitative, fundamental, technical, and economic analysis.
Itay V
Series 65
Austin, TX
Vectis Capital
Itay Vinik is a financial advisor with Vectis Capital in Austin, TX, holding a Series 65 license and bringing 13 years of industry experience. He previously worked at Equilibrium Ventures, LLC and Ace of Swords, LP, among other firms. Outside of his advisory role, Mr. Vinik manages multi-family real estate properties in Texas under his personal capacity with a Texas real estate license. Vectis Capital provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families, with additional family office services. The firm employs a multi-faceted investment approach incorporating quantitative, fundamental, technical, and economic analysis, and actively participates in private fund activities.
Brian J
CFP®, Series 63
Austin, TX
Vectis Capital
Brian Jackson is a CFP® with five years of industry experience, currently serving as an advisor at Vectis Capital since 2026. His prior roles include positions at MCM Wealth and Robinhood Financial, LLC. Vectis Capital provides portfolio management and financial planning services primarily for ultra-high-net-worth individuals and families, offering family office services alongside a comprehensive investment approach that integrates quantitative, fundamental, technical, and economic analysis. The firm manages approximately $126 million in assets and coordinates closely with clients’ tax, estate, and trust professionals.
Robert H
Series 65
Austin, TX
Vectis Capital
Robert Hoyt is a financial advisor at Vectis Capital in Austin, TX, 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 provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for ultra-high-net-worth individuals and families, with added family office services. The firm combines multiple investment approaches and manages private investment operations, serving a small client base with a multi-advisor team.
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