AdvisorOS Directory
Claim Profile
Unclaimed Profile
LH

Lockwood Pool Holmes

VINCIMUS CAPITAL, LLC·MALIBU, California
Clean recordVINCIMUS CAPITAL, LLC
29160 HEATHERCLIFF RD, MALIBU, CA 90265CRD# 6375607Firm CRD# 321865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lockwood Pool Holmes · MALIBU, CA
Registration
CRD #6375607 · VINCIMUS CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lockwood Pool Holmes is a registered financial advisor based in MALIBU, California, affiliated with VINCIMUS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Lockwood

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lockwood is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VINCIMUS CAPITAL, LLC
VINCIMUS CAPITAL, LLC
AUM
$126M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at VINCIMUS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6375607
Firm CRD# 321865
View on FINRA BrokerCheck →

Looking for a financial advisor in MALIBU?

Browse all registered financial advisors in MALIBU, California or claim this profile if it's yours.

Browse MALIBU AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lockwood Pool Holmes offer?
Lockwood Pool Holmes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALIBU, California for a consultation.
What are Lockwood Pool Holmes's credentials?
Lockwood Pool Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lockwood Pool Holmes located?
Lockwood Pool Holmes is based in MALIBU, California, working with VINCIMUS CAPITAL, LLC. Their office serves clients in the MALIBU metropolitan area and surrounding communities.
How does Lockwood Pool Holmes charge for services?
Lockwood Pool Holmes's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VINCIMUS CAPITAL, LLC?
VINCIMUS CAPITAL, LLC has approximately 3 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MALIBU, California

Terry Au
BROAD BEACH CAPITAL PARTNERS·MALIBU, CA
Thor Cyrus Visher
BROAD BEACH CAPITAL PARTNERS, LLC·MALIBU, CA
David Randall Butterworth
TOWNSEND GROUP INVESTMENTS·MALIBU, CA
Phillip Sarofim
TYPE ONE MANAGEMENT LLC·MALIBU, CA
Thomas Brook Townsend
TOWNSEND GROUP INVESTMENTS·MALIBU, CA
Dustin Rosen
WONDER VENTURES MANAGEMENT, LLC·MALIBU, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile