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

2591 Wexford-Bayne Rd. Suite 202, Sewickley, PA, 15143

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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

Anna is an investment advisory representative at Vicus Capital, Inc. and a financial professional at Pennsylvania Financial Group, each taking about a quarter of her time. Additionally, Anna works as an insurance agent selling fixed insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Vicus Capital, INC.
February 2025 - Present · 11 mos
Cetera Wealth Services, LLCBroker
December 2024 - Present · 1 yr 1 mo
State Registrations27 states
AZCACOCTDCDEFLGAIAINKSKYMAMDNCNDNJNMNVNYOHPASCTXVAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.