Vincimus Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$150,892,079
Clients
46
Advisors
4
of 4 employees
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
29160 Heathercliff Rd, Suite 203
Malibu CA 90265
Advisors at this office
4
Most active in
California · Florida · Washington
Also doing business as
Vincimus · Vincimus 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:
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.
Quick links
Advisors at this firm
Sarah A
Series 65
Malibu, CA
Vincimus Capital, LLC
Sarah Archer is a financial advisor with Vincimus Capital, LLC, holding a Series 65 credential and 16 years of industry experience. Prior to joining Vincimus Capital, she worked for Integrity Financial Corporation for 16 years. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning for individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to vetted private-market managers and alternative investments.
Morgan P
Series 63, Series 65
Malibu, CA
Vincimus Capital, LLC
Morgan Phillips is a financial advisor at Vincimus Capital, LLC with three years of industry experience. He previously worked at Finch Investment Group and Hancock Whitney. Phillips is a member of GP Jax Surf LLC, involved in managing the development of a surf precinct and wave pool in Jacksonville, FL. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning to individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to private-market managers and alternative investments.
Joel L
Series 65
Malibu, CA
Vincimus Capital, LLC
Joel Lopata is a financial advisor at Vincimus Capital, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hogan Lovells US LLP and the Federal Bureau of Investigation. Outside of his advisory role, he provides legal consulting services to small businesses in the construction trades through RallyX Management Solutions. Vincimus Capital offers financial planning, asset management, and retirement plan consulting to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs tactical diversification and custom asset allocation, combining traditional and alternative investments selected through a proprietary due diligence process.
Lockwood H
Series 65
Malibu, CA
Vincimus Capital, LLC
Lockwood Holmes is a financial advisor at Vincimus Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Integrity Financial Corporation for eight years before joining Vincimus Capital in 2022. Outside of his advisory role, Holmes is a member and manager of investment vehicles involved in the development of a surf precinct and wave pool in Jacksonville, FL, as well as in the acquisition of the entertainment group Dude Perfect. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs a tactical diversification approach, integrating traditional and alternative investments through a proprietary due diligence model, and manages both discretionary and non-discretionary accounts.
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