Overview
Assets Under Management: $2.6 billion
Headquarters: STATE COLLEGE, PA
High-Net-Worth Clients: 2,015
Average Client Assets: $865,556
Frequently Asked Questions
VICUS CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116021), VICUS CAPITAL, INC. is subject to fiduciary duty under federal law.
VICUS CAPITAL, INC. is headquartered in STATE COLLEGE, PA.
VICUS CAPITAL, INC. serves 2,015 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, VICUS CAPITAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
VICUS CAPITAL, INC. manages $2.6 billion in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, VICUS CAPITAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2,015
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.75
Average High-Net-Worth Client Assets: $865,556
Total Client Accounts: 9,058
Discretionary Accounts: 8,643
Non-Discretionary Accounts: 415
Regulatory Filings
CRD Number: 116021
Filing ID: 1929316
Last Filing Date: 2025-03-24 12:48:00
Website: https://vicuscapital.com