Morgan Phillips has been President and COO of Vincimus Capital since April 2026, is a control person of the firm and directly owns under 5% of it. Morgan Phillips holds a BS in Business Administration from Auburn 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.
Morgan Phillips is President and COO of Vincimus Capital, based in Jacksonville, Florida. He began at Wachovia Bank and then joined Black Diamond Performance Reporting, where he moved into product and development and led work on custodial data reconciliation and alternative-asset reporting. Before joining Vincimus, he led Technology and Operations at FIG Capital, an alternative investment vehicle focused on real estate tax liens.
- Vincimus Capital, LLCCurrent– present · 3 yearsJacksonville, FL · Adviser representative · Firm CRD 321865
Investment adviser representative registrations
Morgan Phillips is registered as an investment adviser representative in 2 states. The first approvals date from November 2022; the most recent is Florida, in December 2022.
- CaliforniaSince 23 November 2022
- FloridaSince 6 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 October 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 September 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Morgan Campbell Phillips
- CRD
- 5384141
- Firm
- Vincimus Capital · CRD 321865
- Role
- President and COO
- Office
- 7791 Belfort Pkwy, Jacksonville, FL 32256
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vincimus.com
Where does Morgan Phillips work?
Morgan Phillips has been President and COO of Vincimus Capital, LLC since April 2026, and is a control person of the firm.
Is Morgan Phillips a financial advisor?
Yes. Morgan Phillips has a current investment-adviser registration in California and Florida, through Vincimus Capital since November 2022.
How many years of experience does Morgan Phillips have?
Morgan Phillips has 3 years in the financial industry, since November 2022, across 1 adviser firm.
What exams has Morgan Phillips passed?
Morgan Phillips has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2007.
Where is Morgan Phillips based?
Morgan Phillips’ registered office is in Jacksonville, FL.
Is Morgan Phillips registered with FINRA?
No. Morgan Phillips has no current broker registration.
How can I verify Morgan Phillips’ record?
Search CRD 5384141 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Phillips’ full registration record.
