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VICUS CAPITAL, INC.
CRD 116021File 801-60628
APPROVED
Retail clients
Disclosure events
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.99B
Top 25% of cohort (national)
Discretionary AUM
$2.87B
Non-discretionary $123.1M
Clients
6,277
9,938 accounts
Employees
84
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 5, 2001
- Principal office
- 476 ROLLING RIDGE DRIVE, SUITE 315, STATE COLLEGE, PA, 16801
- Phone
- 855-558-4287
- Website
- HTTPS://VICUSCAPITAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.99B
- Discretionary AUM
- $2.87B
- Non-discretionary AUM
- $123.1M
- Discretionary accounts
- 9,589
- Non-discretionary accounts
- 349
- Total accounts
- 9,938
- AUM per client
- $477K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $67.6M |
| Charitable organizations | 1 | $792K |
| High net worth individuals | 2,218 | $2.07B |
| Pension and profit sharing plans | 69 | $34.5M |
| Individuals (other than high net worth individuals) | 3,952 | $822.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 89 | 84 | decreased by5 |
| Apr 1, 2026 | Clients | 6,005 | 6,277 | increased by272 |
| Apr 1, 2026 | AUM | $2,574,468,218 | $2,994,398,372 | increased by$419,930,154 |
| Apr 1, 2026 | Accounts | 9,058 | 9,938 | increased by880 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 87 | 89 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,142 | 6,005 | increased by863 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,320,184,392 | $2,574,468,218 | increased by$254,283,826 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,370 | 9,058 | increased by1,688 |
| Mar 1, 2022 | Clients | 4,415 | 5,142 | increased by727 |
| Mar 1, 2022 | AUM | $1,860,440,628 | $2,320,184,392 | increased by$459,743,764 |
| Mar 1, 2022 | Accounts | 5,952 | 7,370 | increased by1,418 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VICUS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VICUS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.