VINCIMUS CAPITAL, LLC

CRD 321865File 801-125872

APPROVED

Retail clients

Filing as of May 4, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$183.7M

Bottom 25% of cohort (national)

Discretionary AUM

$75.9M

Non-discretionary $107.8M

Clients

352 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jun 9, 2022
Principal office: 29160 HEATHERCLIFF RD, SUITE 203, MALIBU, CA, 90265
Phone: 904.226.4946
Website: https://vincimus.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $183.7M
Discretionary AUM: $75.9M
Non-discretionary AUM: $107.8M
Discretionary accounts: 125
Non-discretionary accounts: 227
Total accounts: 352
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$23.5M
High net worth individuals	29	$148.5M
Pension and profit sharing plans	8	$9.3M
Individuals (other than high net worth individuals)	17	$2.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Jun 1, 2026	Employees	3	4	increased by1
Apr 1, 2026	Clients	52	61	increased by9
Apr 1, 2026	AUM	$167,753,123	$183,679,557	increased by$15,926,434
Apr 1, 2026	Accounts	301	352	increased by51
May 1, 2025 vs Oct 1, 2022	Registration	APPROVED-120	APPROVED
May 1, 2025 vs Oct 1, 2022	Employees	1	3	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	0	52	increased by52
May 1, 2025 vs Oct 1, 2022	AUM	$0	$167,753,123	increased by$167,753,123
May 1, 2025 vs Oct 1, 2022	Accounts	0	301	increased by301
Oct 1, 2022	Custody	Yes	No
Jul 1, 2022	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VINCIMUS CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VINCIMUS CAPITAL” 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.