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VINCIMUS CAPITAL, LLC

MALIBU, CA · CRD 321865 · IAPD ↗ · vincimus.com · 904.226.4946

$183.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — VINCIMUS CAPITAL, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2026 — VINCIMUS CAPITAL, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
June 2026 — VINCIMUS CAPITAL, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2025 — VINCIMUS CAPITAL, LLC reported RAUM up 33% ($126.5M -> $167.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.