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VICUS CAPITAL, INC.
CRD 116021 · SEC 801-60628
476 ROLLING RIDGE DRIVE, SUITE 315, STATE COLLEGE, PA, 16801, United States
Phone
855-558-4287
Fax
814-235-3500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.99B
Discretionary AUM
$2.87B
Team
84 total employees; 84 advisory reps; 316 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3952 | $822.8M |
| High net worth individuals | 2218 | $2.07B |
| Pension/profit sharing plans | 69 | $34.5M |
| Charitable organizations | 1 | $792K |
| Corporations/business entities | 37 | $67.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD