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Lockwood Pool Holmes

VINCIMUS CAPITAL, LLC·MALIBU, California
Series 65Clean record11 years registeredVINCIMUS 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

VINCIMUS CAPITAL, LLC
Jun 2022 – present
INTEGRITY FINANCIAL CORPORATION
Mar 2015 – Nov 2022
MALIBU, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 5, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VINCIMUS CAPITAL, LLC
CRD 321865 · SEC 801-125872
AUM
$126M
Regulatory assets under management
Employees
3
262 client accounts
Services offered by VINCIMUS CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at VINCIMUS CAPITAL, LLC →
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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.
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