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Vicus Capital, Inc.

Updated today

Total assets under management

$2,574,468,218

Total clients

5,890

34% high-net worth

Total advisors

89

of 89 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

66

Average account size

$437,091

About

Vicus Capital works with a broad client mix — individuals (both non‑high‑net‑worth and high‑net‑worth), businesses, trusts, charitable organizations, and retirement plan sponsors — providing investment management, financial planning, and retirement plan consulting. Its service set includes discretionary and non‑discretionary portfolio management, digital advice via Vicus 24/7, third‑party manager access, fee‑based annuity oversight, and participant‑level retirement account management.

The firm implements a blend of fundamental and technical analysis across a wide strategy menu, employing core–satellite, tactical rotation, factor, income, and liquid‑alternative approaches (examples include Core Opportunity Strategy, Global alphaTrend, and US Equity Factors). Deliveries are tailored: advisor‑led managed accounts, model/dedicated strategies (including American Funds and Capital Group paths), separately managed accounts, and reporting and operational support using custodial platforms (Fidelity, Schwab) and technology tools such as Black Diamond, AdvisorEngine and Pontera.

Compared with many large peers, Vicus explicitly provides ERISA 3(38) and 3(21) fiduciary consulting and plan‑sponsor services — a pension‑consultant‑style role that is less common among enterprise firms — alongside standard advisory offerings. It also maintains several specialized program features (dedicated American Funds/Capital Group strategies, faith‑based and ESG paths, a KEEP by StoneCastle cash program for extended FDIC coverage, and a formal fee‑based annuity program), which together create a broader operational footprint than is typical for similarly sized advisor networks.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

One-time fixed fees for financial plans (specific amounts not stated)

Percentage

$0 - $250,000: 1.5% $250,001 - $500,000: 1.3% $500,001 - $1,500,000: 1.0% $1,500,001+: 1.0%

Project-based

Hourly fees for financial planning services (specific rates not stated)

Other

Account minimum: $25,000 Minimum fee: Minimum account fees ranging from $250 to $1,400 depending on the strategy Fee-only: Financial planning services available on hourly, recurring or fixed fee basis

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Vicus Capital, Inc.

476 Rolling Ridge Drive, Suite 315

State College PA 16801, United States

Number of offices

41

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