President and CEO · Vicus Capital, Inc.
Eric K. Dare
CRD 4684045 · Named on Form ADV at one SEC-registered adviser
At a glance
Vicus Capital, Inc., an SEC-registered wealth manager based in State College, PA with $3.0 billion in regulatory assets, lists Eric K. Dare on its Form ADV as President and CEO, a control person.
Firms and roles
- Vicus Capital, Inc.President and CEOWealth manager · State College, PA · $3.0B in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Edward K. DareChief Financial Officer, Vicus Capital, Inc.
- Kimberli J. CasnerChief Compliance Officer, Vicus Capital, Inc.
- Jacqueline N. WigfieldChief Operations Officer, Vicus Capital, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.