The VICUS CAPITAL, INC. is a privately held investment adviser that advises $2.99Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VICUS CAPITAL, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 60.95% over the last 5-years.
The Group has been registered with the SEC for 24.84 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 476 ROLLING RIDGE DRIVE SUITE 315, STATE COLLEGE, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 84 employees comprised of 84 investment and 0 non-investment staff. The total number of Employees decreased by 3.45% over the last 5-years.
Their $2.99Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 107 other accounts. Assets of High Net Worth Individuals clients own $2.07Bn or 69.09% of Total Assets and Individuals own $822.78mn or 27.48% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
VICUS CAPITAL, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.