Overview
Assets Under Management: $143 million
Headquarters: STATEN ISLAND, NY
High-Net-Worth Clients: 252
Average Client Assets: $0.4 million
Frequently Asked Questions
VCP FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167901), VCP FINANCIAL LLC is subject to fiduciary duty under federal law.
VCP FINANCIAL LLC is headquartered in STATEN ISLAND, NY.
VCP FINANCIAL LLC serves 252 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, VCP FINANCIAL LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VCP FINANCIAL LLC manages $143 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, VCP FINANCIAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 252
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.15%
Average Client Assets: $0.4 million
Total Client Accounts: 411
Discretionary Accounts: 83
Non-Discretionary Accounts: 328
Regulatory Filings
CRD Number: 167901
Filing ID: 2053892
Last Filing Date: 2026-02-12 14:37:58