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Adam Brubaker

Vicus Capital, Inc.

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About Adam Brubaker

Adam Brubaker is an Investment Advisor Representative registered in Maryland with Vicus Capital, Inc.. Adam is a financial professional who has been in the industry since 2017. Adam works with individuals, corporations, businesses, charitable organizations, and pension and profit sharing plans. Adam offers a range of advisory services to clients, including financial planning, pension consulting, educational seminars, and portfolio management. Adam has also been an administrative assistant with Vicus Capital, Inc. since 2021. Adam is also the Director of Financial Planning with Drown Financial Services, which is a financial services firm also located in Columbia, MD.

Firm Information

Adam Brubaker is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Brubaker’s Registration & Firm History

MD

09/17/2021 - Present

Vicus Capital, Inc. (Columbia MD)

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Licenses & Designations

IA

Issued 09/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Brubaker.
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