A complete list of active advisors currently associated with Vincimus Capital, LLC

Warmer can help you find a great advisor at Vincimus Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vincimus Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sarah Archer	Malibu, CA	15
Lockwood Holmes	Malibu, CA	11
Joel Lopata	Malibu, CA	3
Morgan Phillips	Malibu, CA	3

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