LP Profile

VCP Financial

Also known as vcp financial

Wealth ManagerStaten Island, United StatesFounded 2013
$143M
Assets Under Management
Staten Island
Headquarters
Investment Focus

About VCP Financial

VCP Financial is a fee-only, independent, fiduciary Registered Investment Advisor in Staten Island, New York, founded in 2013 and managing about $143 million. It serves individual investors and families in the New York metro area. The firm's advisory work centers on portfolio construction, risk management and long-term capital stewardship. Its website covers its investment philosophy, process, services and the types of clients it works with, and it publishes market notes.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to VCP Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$142.6M
Total Clients
411
Filing Date
February 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to VCP Financial across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is VCP Financial?

VCP Financial is a wealth manager based in Staten Island, United States, managing approximately $143M in assets.

Where is VCP Financial headquartered?

VCP Financial is headquartered in Staten Island, United States.

How much does VCP Financial manage?

VCP Financial manages approximately $143M in assets under management.

When was VCP Financial founded?

VCP Financial was founded in 2013.

How can I contact VCP Financial?

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