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| Keyboard |
| VCP Financial LLC
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|---|---|
| CRD # | 167901 |
| SEC # | 801-112255 |
| CIK # | |
| AUM | 142.6 M (2026-02-12) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-328-7876 |
| Address | 2535 Victory Boulevard Staten Island, NY 10314 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 14.4 |
| (b) Individuals (high net worth individuals) | 252 | 97.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 25.2 |
| (n) Other | 0 | 0.0 |
| Total | 411 | 142.6 |
| By Discretionary | ||
| Discretionary | 83 | 73.1 |
| Non-Discretionary | 328 | 69.5 |
| Total | 411 | 142.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 141.7 | |
| Total | 411 | 142.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
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|
Vista CIMA Wealth Management LLC
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142.5 M | |
|
Castleton Partners LLC
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|
142.4 M | |
|
RJ Patterson Capital Investment Group Inc
✚
|
CA | 142.4 M |
|
J L Perkins Wealth Management LLC
✚
|
GA | 142.2 M |