Vicus Capital, Inc.

RIASEC Registered

Total AUM

$3B

Discretionary

$2.9B

96% of AUM

Avg account

$301K

Accounts

9,938

Employees

Advisory reps

Firm details

Headquarters: State College, Pennsylvania
CRD number: 116021
Registered since: October 5, 2001
Website: www.vicuscapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.09%
Individuals27.48%
Corporations / Businesses2.26%
Pension & Profit Sharing Plans1.15%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vicus Capital, Inc. is an independent, privately owned registered investment adviser that has been SEC registered since 2001. The firm acts as a capital allocator for both high‑net‑worth individuals and families as well as institutional clients, delivering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through seminars and workshops. Its fee arrangements include asset‑based fees, hourly billing, and fixed fees. Vicus identifies as an active ESG investor and lists relationships with accountants, insurance companies, and pension consultants among its industry affiliations.