AdvisorRanked
100
Clean

VINCIMUS CAPITAL, LLC

29160 HEATHERCLIFF RD, MALIBU, CA 90265
Fiduciaryfee-onlySEC Registered
904.226.4946 vincimus.com CRD #321865
$184M
Assets Managed
4
Clients
4
Employees
4
Years Active
since 2022

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46146. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 4 years.

Firm Details

Legal NameVINCIMUS CAPITAL, LLC
CRD Number#321865
SEC RegisteredYes
Registration Date2022-06-09
States RegisteredCA
Assets Under Management$184M
Number of Clients4
Employees4
Compensation Typefee-only
Last ADV Filing46146

Frequently Asked Questions

Is VINCIMUS CAPITAL, LLC a fiduciary?

Yes. VINCIMUS CAPITAL, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does VINCIMUS CAPITAL, LLC charge clients?

VINCIMUS CAPITAL, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does VINCIMUS CAPITAL, LLC have any complaints?

No. VINCIMUS CAPITAL, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 4 years of operation.

How does VINCIMUS CAPITAL, LLC compare to other advisors in MALIBU?

VINCIMUS CAPITAL, LLC has a Red Flag Score of 100/100. There are many registered advisory firms in MALIBU. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46146. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.