Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Areas of Practice
Advisor Information
Office location
615 Channelside Drive, Suite 207, Tampa, FL, 33603
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is the owner of WealthKeel, LLC, providing financial planning services, and an investment advisor representative with Vicus Capital, Inc. He also works as an independent insurance agent selling disability, life, accident, and health insurance, and dedicates minimal time to consulting and hosting YouTube channels and podcasts.