STATEN ISLAND, NYCRD 167901Latest ADV February 12, 2026
Vcp Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Staten Island, NY. Its latest Form ADV filing, dated February 12, 2026, reports $143M in regulatory assets under management, 5 employees, and 411 accounts.
Assets Under Management
$143M
Employees
5
Offices
--
Total Clients
411
Primary office
STATEN ISLAND, NY
2535 VICTORY BOULEVARD, STATEN ISLAND, NY, United States
Top client segmentHNWI represent 61.3% of total clients.
Top client categories% of clientsClients
1
HNWI
61.3%
252
2
Individuals
32.4%
133
3
Corporations
3.6%
15
4
Pension Plans
2.7%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of February 12, 2026
Discretionary51.3%
$73M
51% of total RAUM51.3%
Non-discretionary48.7%
$69M
49% of total RAUM48.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$143M
Total Accounts411
10Y AUM Change+$112M (+365.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee82:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.