VICUS CAPITAL, INC.

CRD 116021File 801-60628

APPROVED

Retail clients

Disclosure events

Filing as of Mar 20, 2026

Feed vintage Aug 17, 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

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.