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Vicus Capital, Inc.

● SEC registered since 2001CRD 116021SEC# 801-60628State College, PA
Export (members)
Reg. AUM
$2.57B
Employees
89
Accounts
9,058
Location
State College, PA

Vicus Capital, Inc. assets under management

Vicus Capital, Inc. is an investment advisory firm registered with the SEC based in State College, PA. The firm has been registered since 2001. It reports $2.6 billion in regulatory assets under management and employs 89 people.
vicuscapital.comView on SEC.gov ↗

Vicus Capital, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Dawn Ellen Kay ControlVice President - FinanceUnder 5%2014
Edward Kramer Dare ControlChief Financial OfficerUnder 5%2025
Eric Kramer Dare ControlPresident And CeoOver 75%2010
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Frequently asked questions

How much does Vicus Capital, Inc. manage?

Vicus Capital, Inc. reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Vicus Capital, Inc. have?

Vicus Capital, Inc. reports 89 employees.

Where is Vicus Capital, Inc. located?

Vicus Capital, Inc. is based in State College, PA and has been SEC-registered since 2001.

Does Vicus Capital, Inc. disclose fund performance?

Vicus Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address476 Rolling Ridge Drive, Suite 315, State College, PA 16801
Phone855-558-4287
Fax814-235-3500
Office hours8:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1544806
Discloses disciplinary historyYes

Assets under management

Discretionary$2.42B
Non-discretionary$150.5M
Total (RAUM)$2.57B