Vicus Capital, Inc.

About Vicus Capital, Inc.

<p>Founded in 1978, Vicus Capital, Inc. is an SEC-registered investment advisor headquartered in State College in central Pennsylvania, serving clients across the broader Mid-Atlantic region and beyond. The firm has 89 employees and reported $2.6B in AUM as of 2026.</p> <p>Vicus Capital works with financial advisors, institutional investors, and broker-dealers/RIA firms. Its platform includes fee-based managed model programs, custom portfolio design, and direct access to team leaders. For institutions, the firm provides wealth planning support built around personalized portfolios and detailed implementation.</p> <p>For broker-dealers and RIAs, Vicus Capital offers fee-based wealth planning solutions supported by compliance and operations teams, plus a platform that adapts as practice needs change. In retirement plan roles, Vicus Capital can act as a <a href="/plan-advisors">plan advisor</a> under ERISA as either a 3(21) co-fiduciary advisor or a 3(38) investment manager.</p> <p>What differentiates Vicus Capital is its combination of managed model programs and access to dedicated team leaders, paired with support for advisors and institutions under one firm.</p> <ul> <li>Founded: 1978</li> <li>Headquarters: State College, Pennsylvania (central PA)</li> <li>Employees: 89</li> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>Assets under management: $2.6B (2026)</li> </ul>

Website: https://www.vicuscapital.com/

Founded: 1978

Employees: 89