BM

Brock Lowell Mcglothin

12 Years of Experience

Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
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Advisor Information

Office location

110 North Columbus Street, Suite 107, Lancaster, OH, 43130

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brock is appointed to sell life, fixed, property, and casualty insurance products through McGlothin Insurance since 2011, dedicating full-time hours to this activity. He also spends minimal time per week with McGlothin Real Estate Group LLC and Midwest Freedom Alliance, which are not investment related.

Employment History
Current Registrations
Vicus Capital, INC.
July 2019 - Present · 6 yrs 6 mos
Previous Registrations
Nationwide Securities, LLC
January 2018 - August 2019 · 1 yr 7 mos
Nationwide Securities, LLC Broker
May 2013 - August 2019 · 6 yrs 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.