DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
V••••••• C••••••• L••
Latest filing May 4, 2026
First filing on the tape May 13, 2022 · 18 filings
SEC status approved since Jun 9, 2022
RAUM
$184M
reported, Item 5.F
Discretionary
41%
of RAUM
Private clients
82%
$151M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$45.9M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$184M as of May 4, 2026
Mar 29, 2023$147M then
HNW client RAUM$148M as of May 4, 2026
Mar 29, 2023$128M then
State-registered IARs (5.B.3)4 as of May 4, 2026
Mar 29, 20232 then
Employees (5.A)4 as of May 4, 2026
Mar 29, 20233 then
Private funds: no history
RAUM +9.5% over the last fiscal year+7.7% a year over threeIARs 2 to 4offices 1 to 2
Practice profile
derived from the filing of May 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $45.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 12derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.1MderivedHNW RAUM over HNW clients
- Average account
- $521,817derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 41%derivedof RAUM
- Institutional
- 5.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +24%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$148M81%
- Corporations and businesses$23.5M13%
- Pension and profit-sharing plans$9.3M5.1%
- Individuals$2.4M1.3%
- Individual clients
- 17reported
- HNW clients
- 29reported
- Pension plan clients
- 8reported
- Charitable clients
- n/areported
- Accounts
- 352reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.82 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L••••••• P••• H••••• | Malibu, Ca | Jun 17, 2022 | 12 y | 1 |
| M••••• C••••••• P••••••• | Jacksonville, Fl | Nov 23, 2022 | 18 y | 0 |
| J••• L••••• | Malibu, Ca | Jun 26, 2023 | 11 y | 0 |
| S•••• J••••• A••••• | Malibu, Ca | May 7, 2026 | 15 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- S•••• J••••• A••••• from I•••••••• F•••••••• C•••••••••May 7, 2026 · RIA to RIA
- L••••••• P••• H••••• from I•••••••• F•••••••• C•••••••••Jun 17, 2022 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••••• L•••••••• P••• · Owner/Ccocontrolsince 05/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Malibu, Ca · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 2 to 4Mar 31, 2026 to May 4, 2026
- Employees · 3 to 4Mar 31, 2026 to May 4, 2026
- State-registered IARs · 2 to 4Mar 31, 2026 to May 4, 2026
- Other offices · 1 to 2Mar 31, 2026 to May 4, 2026
- Accounts · 301 to 352Mar 29, 2025 to Mar 31, 2026
- HNW clients · 25 to 29Mar 29, 2025 to Mar 31, 2026
- Individual clients · 12 to 17Mar 29, 2025 to Mar 31, 2026
- Discretionary RAUM · $72.0M to $75.9MMar 29, 2025 to Mar 31, 2026
- HNW RAUM · $137M to $148MMar 29, 2025 to Mar 31, 2026
- Individual RAUM · $1.6M to $2.4MMar 29, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $95.8M to $108MMar 29, 2025 to Mar 31, 2026
- Pension RAUM · $8.6M to $9.3MMar 29, 2025 to Mar 31, 2026
- RAUM · $168M to $184MMar 29, 2025 to Mar 31, 2026
- Accounts · 262 to 301Aug 23, 2024 to Mar 29, 2025
- Corporate clients · 5 to 7Aug 23, 2024 to Mar 29, 2025
- HNW clients · 24 to 25Aug 23, 2024 to Mar 29, 2025
- Individual clients · 11 to 12Aug 23, 2024 to Mar 29, 2025
- Financial planning clients · 0 to 0Aug 23, 2024 to Mar 29, 2025
- Discretionary RAUM · $42.9M to $72.0MAug 23, 2024 to Mar 29, 2025
- HNW RAUM · $103M to $137MAug 23, 2024 to Mar 29, 2025
- Individual RAUM · $1.1M to $1.6MAug 23, 2024 to Mar 29, 2025
- Non-discretionary RAUM · $83.6M to $95.8MAug 23, 2024 to Mar 29, 2025
- Pension RAUM · $8.0M to $8.6MAug 23, 2024 to Mar 29, 2025
- RAUM · $126M to $168MAug 23, 2024 to Mar 29, 2025
- Related insurance company · true to falseAug 23, 2024 to Mar 29, 2025
- Accounts · 202 to 262Sep 15, 2023 to Mar 29, 2024
- Corporate clients · 6 to 5Sep 15, 2023 to Mar 29, 2024
- HNW clients · 21 to 24Sep 15, 2023 to Mar 29, 2024
- Individual clients · 10 to 11Sep 15, 2023 to Mar 29, 2024
- Discretionary RAUM · $20.0M to $42.9MSep 15, 2023 to Mar 29, 2024
- HNW RAUM · $128M to $103MSep 15, 2023 to Mar 29, 2024
- Individual RAUM · $1.7M to $1.1MSep 15, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $127M to $83.6MSep 15, 2023 to Mar 29, 2024
- Pension RAUM · $6.6M to $8.0MSep 15, 2023 to Mar 29, 2024
- RAUM · $147M to $126MSep 15, 2023 to Mar 29, 2024
- Accounts · 208 to 202Oct 5, 2022 to Mar 29, 2023
- Individual clients · 7 to 10Oct 5, 2022 to Mar 29, 2023
- Pension plan clients · unset to 8.0Oct 5, 2022 to Mar 29, 2023
- Employees · 2 to 3Oct 5, 2022 to Mar 29, 2023
- Other offices · 0 to 1Oct 5, 2022 to Mar 29, 2023
Signals
1 dated events
- V••••••• C••••••• L•• filed its initial SEC registration (Form ADV)May 13, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@v•••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/vincimus-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- v•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 904.226.4946reportedpublic record, Form ADV, May 4, 2026
- Team page
- v•••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $45.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026