Chris Holcomb

CFP

Vicus Capital, INC.

18 Years of Experience

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Firm Information

Vicus Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

86 advisors

Number of Clients

6,005 clients

Average Client Portfolio

$429K average

Assets Under Management

$2.6B

Fee Structure

Vicus Capital offers financial planning services on an hourly or fixed-fee basis. Details on investment management fees are not provided in this document. Contact Vicus Capital directly for specific fee information.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning

Advisor Information

Office location

8850 Columbia 100 Parkway, Suite 314, Columbia, MD, 21045

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Regulatory History (1)

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Employment Separation After Allegations

June 2011

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Other Business ActivitiesSells Insurance

Chris is an insurance agent selling various insurance products and an investment advisor representative for Vicus Capital, Inc. He is also the owner, financial advisor, and manager for Heritage Financial Advisors, LLC, dedicating nearly full-time hours to this role, and mentors entrepreneurs for SCORE and advises Ashland University, dedicating minimal time to each.