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| Happy Holidays!! thanks for using AUM13F!! |
| Vicus Capital Inc
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| CRD # | 116021 |
| SEC # | 801-60628 |
| CIK # | 0001544806 |
| AUM | $2.6 B (2025-03-24) |
| Employees | 89 (100% Investors, 76% Brokers) |
| Phone | 855-558-4287 |
| Address | 476 Rolling Ridge Drive State College, PA 16801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 37.5 | ||
| iShares Gold Trust Micro | 36.8 | ||
| Apple Inc | 11.5 | ||
| BHP Billiton Ltd | 10.9 | ||
| Amazon Com Inc | 8.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,875 | 0.7 |
| (b) Individuals (high net worth individuals) | 2,015 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 59 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 54 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,058 | 2.6 |
| By Discretionary | ||
| Discretionary | 8,643 | 2.4 |
| Non-Discretionary | 415 | 0.2 |
| Total | 9,058 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 9,058 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001544806] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bill FEW Associates Inc
✚
|
PA | 2.6 |
|
Aprio Wealth Management LLC
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GA | 2.6 |
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Oneascent Financial Services LLC
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AL | 2.6 |
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Capital Counsel LLC
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NY | 2.6 |
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Investment Consulting Group Inc
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IA | 2.6 |
|
Cooper Financial Group
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CA | 2.6 |
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Foster & Motley Inc
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OH | 2.5 |
|
Truwealth Advisors LLC
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LA | 2.5 |
|
TREK Financial LLC
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AZ | 2.5 |
|
Creative Financial Designs Inc
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IN | 2.5 |