AB

Adam Brubaker

4 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

10490 Little Patuxent Parkway, Suite 200, Columbia, MD, 21044

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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 Activities

Adam is an access person/IAR at Vicus Capital, Inc., a registered investment advisor, and also works there as an administrative assistant. He is also the Director of Financial Planning at Drown Financial Services, focusing on financial and retirement planning, placing trades, and account maintenance; these activities combined take up more than full-time hours.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2022 - Present · 3 yrs 4 mos
Vicus Capital, INC.
September 2021 - Present · 4 yrs 4 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.