← Directory

VCP FINANCIAL LLC

CRD 167901File 801-112255
APPROVED
Retail clients
Disclosure events
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$142.6M
Bottom 25% of cohort (national)
Discretionary AUM
$73.1M
Non-discretionary $69.5M
Clients
411
411 accounts
Employees
5
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jan 5, 2018
Principal office
2535 VICTORY BOULEVARD, STATEN ISLAND, NY, 10314
Phone
212.328.7876

Assets & accounts

ADV Item 5F
Total regulatory AUM
$142.6M
Discretionary AUM
$73.1M
Non-discretionary AUM
$69.5M
Discretionary accounts
83
Non-discretionary accounts
328
Total accounts
411
AUM per client
$347K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other15$25.2M
High net worth individuals252$97.2M
Pension and profit sharing plans11$5.8M
Individuals (other than high net worth individuals)133$14.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11C2
  • Q11C3
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.