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Lockwood Holmes is a fiduciary financial advisor in Malibu, California, with 12 years in the industry. After eight years at Integrity Financial, Lockwood joined Vincimus Capital in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and hourly fees.
One of 20 advisors with offices in Malibu, and one of 19 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 50% of advisors in Malibu
Office29160 Heathercliff Rd Suite 203, Malibu, CA 90265
FirmVincimus Capital
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$3.28 million
Advisors at the firm4
States licensed ?1 state
Services through Vincimus Capital
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowVincimus Capital, LLCCurrent firm
- 2015 – 2022Integrity Financial CorporationPreviously
Questions to ask Lockwood
Tailored to Lockwood’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lockwood
How do I contact Lockwood?
Call Vincimus Capital at 904.226.4946 and ask for Lockwood Holmes. Lockwood works from the Malibu, CA office.
How long has Lockwood been a financial advisor?
Lockwood has been in the industry since 2015, about 12 years. More experience than 50% of advisors in Malibu.
What licenses does Lockwood hold?
Series 65. Tap any license on this page to see what it allows.
Is Lockwood a fiduciary?
Lockwood is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lockwood paid?
Vincimus Capital reports being paid by a percentage of the assets they manage, hourly fees. Ask Lockwood for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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