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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2001
- Office Locations
- 36
Office Locations
About Vicus Capital, Inc.
Vicus Capital, Inc. is a State College, PA-based RIA serving retail and institutional clients, providing asset management and financial planning. It supports its advisor network with succession-planning resources to enable smooth client transitions, plus a secure Advisor Portal with webforms, calculators, and proposal-generation tools. Investment implementation includes portfolio construction using vehicles such as ETFs and mutual funds, with custody support including Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC KRAMER DARE
Chief Executive Officer, President
- CRD
- #4684045
- Ownership
- 75% or more
KIMBERLI JEAN CASNER
Chief Compliance Officer
- CRD
- #4887751
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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VINCENT BRUCE ANDERSON
--
- CRD
- #845206
KEMPER DAVID ARNOLD
Financial Advisor
- CRD
- #1322096
Showing 2 of 90 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,871,344,773 | $299,442 |
| Non-Discretionary | $123,053,599 | $352,589 |
| Total | $2,994,398,372 | $301,308 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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