Grove City, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Vicus Capital, Inc.
Multi-team
Firm-wide stats for Vicus Capital, Inc.
About
Vicus Capital provides investment management and financial planning to a mix of individuals, businesses, trusts and employee benefit plan sponsors, delivering services on both discretionary and non-discretionary bases. The firm also facilitates access to third‑party money managers, digital-advice portfolios (Vicus 24/7), and fee‑based programs for 529 plans, annuities and variable universal life policies.
The firm’s investment process combines fundamental and technical analysis and uses a variety of model and separately managed strategies, including core‑satellite (CoreOps™), momentum/relative‑strength approaches, fixed income tacticals, ESG and faith‑based allocations, and tax‑loss harvesting overlays on eligible models. IARs gather client information to tailor strategies and Vicus implements portfolios using custodial platforms and model delivery arrangements with outside managers when appropriate.
Compared with many large enterprise advisers, Vicus places explicit emphasis on retirement‑plan consulting and fiduciary services, offering ERISA 3(21) and 3(38) advisory support, plan investment selection and monitoring, model portfolios for plans, and a participant account management program (AMP) that uses a third‑party order management platform (Pontera). The firm also operates multiple internal divisions (Elite Advisory, Managed Solutions, Managed Separate Accounts and Custom Solutions) and serves as co‑advisor or solicitor/promoter relationships, which can produce a broader mix of implementation options and third‑party manager access than some peers.
Based on Vicus Capital, Inc.
Expertise
Based on Vicus Capital, Inc.
Location
4 Village Park Dr #170
Grove City PA 16127
Advisors at this office
3
Advisors at this office
Jonathan V
Series 65, Series 63
Grove City, PA
Vicus Capital, Inc.
Jonathan Van Kirk is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Cetera Wealth Services, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm combines fundamental and technical analysis across various model and separately managed strategies and offers specialized retirement-plan consulting and fiduciary services.
Ronald P
CFP®, ChFC®, Series 63
Grove City, PA
Vicus Capital, Inc.
Ronald Peters is a financial advisor at Vicus Capital, Inc. with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Strategic Lifestyle Advisors, Inc., Cetera Wealth Services, and CPL Financial Group. Peters serves as an elected board member for the Clarion Forest County Visiting Nurses Association, where he reviews financial matters and approves business plans. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis with various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.
Gregory L
CFP®, Series 63, Series 65
Grove City, PA
Vicus Capital, Inc.
Gregory Liszka is a CFP® with 18 years of experience in financial advising. He is currently affiliated with Vicus Capital, Inc. and has previously worked with Cetera and Strategic Lifestyle Advisors. Liszka also teaches a retirement planning class and serves on the board of Grove City Country Club. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a combination of fundamental and technical analysis with various model and separately managed strategies, emphasizing retirement-plan consulting and fiduciary services alongside broader investment solutions.
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