Vicus Capital, Inc.
● SEC registered since 2001CRD 116021SEC# 801-60628State College, PA
Reg. AUM
$2.99B
Employees
84
Accounts
9,938
Location
State College, PA
Vicus Capital, Inc. assets under management
Vicus Capital, Inc. is an investment advisory firm registered with the SEC based in State College, PA. The firm has been registered since 2001. It reports $3 billion in regulatory assets under management and employs 84 people.
Vicus Capital, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn Ellen Kay Control | Vice President - Finance | Under 5% | 2014 |
| Edward Kramer Dare Control | Chief Financial Officer | Under 5% | 2025 |
| Eric Kramer Dare Control | President And Ceo | Over 75% | 2010 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vicus Capital, Inc. manage?
Vicus Capital, Inc. reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Vicus Capital, Inc. have?
Vicus Capital, Inc. reports 84 employees.
Where is Vicus Capital, Inc. located?
Vicus Capital, Inc. is based in State College, PA and has been SEC-registered since 2001.
Does Vicus Capital, Inc. disclose fund performance?
Vicus Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 476 Rolling Ridge Drive, Suite 315, State College, PA 16801 |
| Phone | 855-558-4287 |
| Fax | 814-235-3500 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1544806 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.99B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$2.99Bregulatory AUM
Discretionary $2.87BNon-discretionary $123.1M