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| Vicus Capital Inc
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|---|---|
| CRD # | 116021 |
| SEC # | 801-60628 |
| CIK # | 0001544806 |
| AUM | 2,994.4 M (2026-03-20) |
| Employees | 84 (100% Investors, 73% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-558-4287 |
| Address | 476 Rolling Ridge Drive State College, PA 16801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 26.8 | ||
| Microsoft Corp | 26.7 | ||
| BHP Billiton Ltd | 15.6 | ||
| Apple Inc | 15.1 | ||
| Alphabet Inc | 10.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,952 | 0.8 |
| (b) Individuals (high net worth individuals) | 2,218 | 2.1 |
| (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 | 69 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 37 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,938 | 3.0 |
| By Discretionary | ||
| Discretionary | 9,589 | 2.9 |
| Non-Discretionary | 349 | 0.1 |
| Total | 9,938 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 9,938 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001544806] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 316 |
| Serves | Institutional, Retail, Research |
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