A History of Innovation

Vicus Capital is an innovative investment management and advisory firm. We specialize in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. We are driven by our desire to understand and deliver on the unique needs and goals of financial advisors and their clients. At our core, we believe the lives of advisors and clients can be enriched through a partnership with a sophisticated investment management firm focused on professional guidance delivered through a world-class service experience.


Original Registered Investment Advisor (RIA) firm, Estate Architects, established


Estate Architects renamed PFG Financial Advisors


Leading edge for the development and availability of managed ETF strategies in the RIA marketplace

2012 - 2015

Five investment strategies launched, including fee-based managed account programs and a proprietary algorithm-based strategy


PFG Financial Advisors undergoes formal name change to Vicus Capital, Inc.

2015 - 2020

Seven investment strategies launched including social impact investing, target outcome programs, and proprietary strategies partnered with industry leaders


Financial Planning department created

2021 - 2024

Previously launched strategies expanded and 12 investment strategies launched including proprietary separately managed accounts, additional target outcome programs and tactical strategies

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Financial Planning

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Advisor Relations

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Business Development

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IT & Cybersecurity

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Investment Management and Research

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