Vincimus Capital, LLC

Overview

Vincimus Capital, LLC is an SEC registered investment adviser based in Malibu, CA, registered since 2022. It reports $184M in assets under management across 352 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$184M

Discretionary

41%

Accounts

352

Average account

$522K

Employees

4

Advisory reps

4

Registered since

2022

Jurisdictions

3

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Morgan Campbell Phillips President, Chief Operating Officer CRD 5384141
• Joel Lopata Counsel, Chief Compliance Officer CRD 7769042
• Sarah Jhaleh Archer Chief Investment Officer CRD 5843776

2 more executive officers, with direct contact details

Advisory reps 3 of 4

• Sarah Jhaleh Archer Insurance Agent · Investment Adviser Rep CRD 5843776
• Lockwood Pool Holmes Investment Adviser Rep CRD 6375607
• Joel Lopata Investment Adviser Rep CRD 7769042

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

29160 Heathercliff Rd Ste 203
Malibu, CA 90265

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: vincimus.com

Every state, with registration dates

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