Joel Lopata
Investment adviser representative at Vincimus Capital, LLC
11 yearsExperience
2 statesRegistered in
$183.7MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Vincimus Capital, LLCJun 2023 to now
- Rallyx Management SolutionsFeb 2023 to now
- Hogan Lovells US LLPNov 2021 to Jan 2023
- UnemployedAug 2021 to Oct 2021
- UnemployedMay 2021 to Jul 2021
- Hogan Lovells US LLPJun 2020 to Jul 2020
- Federal Bureau of InvestigationJun 2019 to Apr 2020
- Pepperdine UniversityAug 2018 to May 2021
- Fullscreen, Inc.May 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Vincimus Capital, LLC
$183.7MAssets managed
61Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7769042
- Firm CRD
- 321865