Vincimus Capital, Llc
- Regulatory AUM
- $184M
- Discretionary
- $75.9M
- Clients
- 61
- Avg AUM / client
- $3.0M
- Accounts
- 352
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $2.4M | 1.33% |
| High net worth individuals | 29 | $148M | 80.8% |
| Pension and profit sharing plans | 8 | $9.3M | 5.05% |
| Corporations and other businesses | 7 | $23.5M | 12.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lockwood Pool Holmes | Owner/Cco | May 2022 (4y) | 75% or more | |
| Morgan Campbell Phillips | Registered representative | Nov 2022 (4y) | ||
| Joel Lopata | Registered representative | Jun 2023 (3y) | ||
| Sarah Jhaleh Archer | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗