Lockwood Holmes has been Owner/CEO of Vincimus Capital since May 2022, is a control person of the firm and directly owns 75% or more of it. Lockwood Holmes holds an MBA from Pepperdine University. Lockwood Holmes studied at United States Air Force Academy and Furman University.
Vincimus Capital, LLC is a Malibu, CA firm with $184M under management, 61 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Lockwood Holmes Jr. is Founder and CEO of Vincimus Capital, which he founded in 2022. Before Vincimus, he spent nearly a decade as CEO of a wealth management company, and his earlier work spanned family business and operating companies. He serves on the board of Student Leadership University.
Lockwood Holmes’ longest registration was 7 years at Integrity Financial Corporation (2015–2022). Before joining Vincimus Capital in 2022, Lockwood Holmes was registered through Integrity Financial Corporation.
- Vincimus Capital, LLCCurrent– present · 4 yearsMalibu, CA · Adviser representative · Firm CRD 321865
- Integrity Financial Corporation– · 7 yearsMalibu, CA · Adviser representative · Firm CRD 137125
Investment adviser representative registrations
Lockwood Holmes is registered as an investment adviser representative in 2 states. Each was approved in June 2022.
- CaliforniaSince 17 June 2022
- FloridaSince 27 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lockwood Pool Holmes
- CRD
- 6375607
- Firm
- Vincimus Capital · CRD 321865
- Role
- Owner/CEO
- Office
- 29160 HEATHERCLIFF RD, SUITE 203, Malibu, CA 90265
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vincimus.com
Where does Lockwood Holmes work?
Lockwood Holmes has been Owner/CEO of Vincimus Capital, LLC since May 2022, and is a control person of the firm.
Is Lockwood Holmes a financial advisor?
Yes. Lockwood Holmes has a current investment-adviser registration in California and Florida, through Vincimus Capital since June 2022.
How many years of experience does Lockwood Holmes have?
Lockwood Holmes has 11 years in the financial industry, since March 2015, across 2 adviser firms.
What exams has Lockwood Holmes passed?
Lockwood Holmes passed the Series 65 in March 2015.
Where is Lockwood Holmes based?
Lockwood Holmes’ registered office is in Malibu, CA.
Is Lockwood Holmes registered with FINRA?
No. Lockwood Holmes has no current broker registration.
How can I verify Lockwood Holmes’ record?
Search CRD 6375607 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lockwood Holmes’ full registration record.
