# Vicus Capital, Inc.
Source: https://planprovider.pro/provider/vicus-capital-inc

> Founded in 1978, Vicus Capital, Inc. is an SEC-registered investment advisor headquartered in State College in central Pennsylvania, serving clients across t…

Retirement Plan Advisor

State College, PA

## 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/](https://www.vicuscapital.com/)

Founded: 1978

Employees: 89

## Office Locations

- State College, PA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $2.6B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| THE KINSLEY 401(K) PLAN|KINSLEY ENTERPRISES, INC., PA|$218M|3,921|

| KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN|KINSLEY CONSTRUCTION, INC., PA|$197M|3,709|

| MOTOR TRUCK EQUIPMENT CO. 401(K) PLAN|MOTOR TRUCK EQUIPMENT CO., PA|$17M|286|

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