Vectis Capital

RIASEC Registered
Total AUM
$126M
Discretionary
$86.8M
69% of AUM
Avg account
$787K
Accounts
160
Employees
6
Advisory reps
5

Firm details

Headquarters
,
CRD number
342378
Registered since
June 8, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI99.84%
  • Charitable Organizations0.16%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vectis Capital is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2026) and operates as a capital allocator for both individual/family clients and institutional accounts. Ownership is described as a mix of a domestic entity and an individual. Its advisory services span financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Vectis Capital also engages in selection of other advisers, publishes periodicals or newsletters, and runs educational seminars and workshops. On the industry side, the firm is involved as an adviser and sponsor and serves as a general partner/managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 34%, Exchange Traded Equities 25%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 11%, Derivatives 5%34%
  • Private Funds34%
  • Exchange Traded Equities25%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents11%
  • Derivatives5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth