Chief Investment Officer · Vincimus Capital, LLC
Sarah J. Archer
CRD 5843776 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Vincimus Capital, LLC, an SEC-registered wealth manager based in Malibu, CA with $184 million in regulatory assets, lists Sarah J. Archer on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Sarah at 1 other registered adviser.
Firms and roles
- Vincimus Capital, LLCChief Investment OfficerWealth manager · Malibu, CA · $184M in regulatory assets
- Integrity Financial CorporationChief Investment OfficerWealth manager · Jackson, WY · $868M in regulatory assets
AtlasMembers
Sarah’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Lockwood P. HolmesOwner/ceo, Vincimus Capital, LLC
- Morgan C. PhillipsPresident and COO, Vincimus Capital, LLC
- Austin K. HolmesMember, Vincimus Capital, LLC
- Lockwood P. HolmesMember, Vincimus Capital, LLC
- Joel LopataCounsel and CCO, Vincimus Capital, LLC
3 more people named with Sarah on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.