Vincci Ma
Kera Capital · Daly City, California
Vincci Ma is a fee-only financial advisor at Kera Capital in Daly City, California. Vincci focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Kera Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Kera Capital |
|---|---|
| Based in | Daly City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.36B across 1,045 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5298515 |
| Exams passed | Series 66 (2007) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.keracapital.com |
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Questions about Vincci
Is Vincci Ma a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vincci holds no broker registration, and Kera Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vincci charge for financial advice?
Vincci's firm, Kera Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Vincci Ma based?
Vincci Ma is based in Daly City, California.
What does Vincci specialize in?
Vincci's specialties include equity compensation, founders (pre-exit), estate & legacy planning and family wealth transfer. Vincci works with founders and executives.
Is Vincci Ma registered with the SEC?
Yes. Vincci Ma is registered as an investment adviser representative in CA (CRD 5298515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kera Capital manage?
Kera Capital reports $1.36B across 1,045 accounts in assets under management.
How do I contact Vincci Ma?
Through Vincci's website, www.keracapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kera Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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