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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
- Website
- HTTP://WWW.VCPFINANCIAL.COM/
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 type | Clients | AUM |
|---|---|---|
| Other | 15 | $25.2M |
| High net worth individuals | 252 | $97.2M |
| Pension and profit sharing plans | 11 | $5.8M |
| Individuals (other than high net worth individuals) | 133 | $14.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

