STATE COLLEGE, PACRD 116021Latest ADV March 20, 2026
Vicus Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in State College, PA. Its latest Form ADV filing, dated March 20, 2026, reports $3.0B in regulatory assets under management, 84 employees, 40 offices, and 9,938 accounts.
Assets Under Management
$3.0B
Employees
84
Offices
40 offices
Total Clients
6,277
Primary office
STATE COLLEGE, PA
476 ROLLING RIDGE DRIVE, SUITE 315, STATE COLLEGE, PA, United States
Top client segmentIndividuals represent 63.0% of total clients.
Top client categories% of clientsClients
1
Individuals
63.0%
3,952
2
HNWI
35.3%
2,218
3
Pension Plans
1.1%
69
4
Corporations
0.6%
37
Additional categories (<0.1%)
Charitable<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 20, 2026
Discretionary95.9%
$2.9B
96% of total RAUM95.9%
Non-discretionary4.1%
$123M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.0B
Total Accounts9,938
10Y AUM Change+$1.8B (+151.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees84
Clients per Employee75:1
10Y Employee Change+8 (+10.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.