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VCP FINANCIAL LLC
CRD 167901File 801-112255
APPROVED
Retail clients
Disclosure events
Filing as of Feb 12, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 437 | 411 | decreased by26 |
| Mar 1, 2026 | AUM | $115,750,896 | $142,555,551 | increased by$26,804,655 |
| Mar 1, 2026 | Accounts | 437 | 411 | decreased by26 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 414 | 437 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $110,722,701 | $115,750,896 | increased by$5,028,195 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 414 | 437 | increased by23 |
| Apr 1, 2022 | Clients | 311 | 414 | increased by103 |
| Apr 1, 2022 | AUM | $65,654,694 | $110,722,701 | increased by$45,068,007 |
| Apr 1, 2022 | Accounts | 311 | 414 | increased by103 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VCP FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VCP FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.