AdvisorRanked
90
Clean

VICUS CAPITAL, INC.

476 ROLLING RIDGE DRIVE, STATE COLLEGE, PA 16801
Fiduciaryfee-onlySEC Registered
855-558-4287 HTTPS://VICUSCAPITAL.COM/ CRD #116021
$3.0B
Assets Managed
84
Clients
84
Employees
25
Years Active
since 2001

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46101. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

regulatory46101

1 regulatory action(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 0

Complaint ratio: 0.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameVICUS CAPITAL, INC.
CRD Number#116021
SEC RegisteredYes
Registration Date2001-10-05
States RegisteredPA
Assets Under Management$3.0B
Number of Clients84
Employees84
Compensation Typefee-only
Last ADV Filing46101

Other Advisors in STATE COLLEGE

View all advisors in STATE COLLEGE

Frequently Asked Questions

Is VICUS CAPITAL, INC. a fiduciary?

Yes. VICUS CAPITAL, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does VICUS CAPITAL, INC. charge clients?

VICUS CAPITAL, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does VICUS CAPITAL, INC. have any complaints?

No. VICUS CAPITAL, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 25 years of operation.

How does VICUS CAPITAL, INC. compare to other advisors in STATE COLLEGE?

VICUS CAPITAL, INC. has a Red Flag Score of 90/100. There are 6 registered advisory firms in STATE COLLEGE. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46101. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.