Morgan
Phillips
Vincimus Capital, LLC
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About this Advisor
Morgan Phillips is a financial advisor who works out of Jacksonville, Florida, who has 1 year of industry experience. Phillips is currently employed by Vincimus Capital, LLC. Throughout their career, they have worked at Black Diamond Performance Reporting, LLC, Hancock Whitney, Finch Investment Group and Vincimus Capital, LLC. Phillips has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Florida. Vincimus Capital, LLC is a financial advisory business based in Malibu, CA. It has just three financial advisors. It controls $147 million in assets under management between its 202 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 202 client accounts, 47% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Vincimus Capital, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fees depend on the services. However, fees charged by Vincimus Capital, LLC can include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vincimus Capital, LLC Brokerage Details
$146,964,721
3
202
$727,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Morgan Phillips Work History
Morgan has been registered as a financial advisor for 1 years.*
Vincimus Capital, LLC
Finch Investment Group
Hancock Whitney
Black Diamond Performance Reporting, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Morgan Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vincimus Capital, LLC
Malibu, CA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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