Adam
Brubaker

Vicus Capital, Inc

CRD#7397026
Investment Advisor
in Columbia, MD

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About this Advisor

Adam Brubaker is a financial advisor based in Columbia, Maryland, working with Vicus Capital, Inc. Adam has previously held positions at Drown Financial Services, Allstate Insurance Company, Apr Supply Company, Vicus Capital, Inc, and Cetera Advisor Networks. Adam has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Adam is part of Vicus Capital, Inc, which operates out of Columbia, Maryland. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10490 Little Patuxent Parkway, Suite 200
Columbia, MD 21044

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

MD Average: $15,833,994,310
Total Number of Employees

87

MD Average: 41
Total Number of Accounts

8,430

MD Average: 3,342
Average Account Size

$267,441

MD Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Adam Brubaker Work History

2022 - Present (2 years)

Cetera Advisor Networks

2021 - Present (3 years)

Drown Financial Services

2021 - Present (3 years)

Vicus Capital, Inc

2021 - 2022 (1 year)

Cetera Advisor Networks

2017 - 2021 (4 years)

Allstate Insurance Company

2013 - 2016 (3 years)

Apr Supply Company

Disclosures

Please visit the SEC profile of Adam Brubaker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vicus Capital, Inc

Meghan Kelly
Rochester, NY
Jennifer Newman
State College, PA
Jeffery Closz
State College, PA
Elana Yaffe
Westlake Village, CA
Adam Brubaker
Columbia, MD
Jason Marcieski
Grove City, PA
Aaron Soden
Lakewood, PA
Andrew Kern
Camp Hill, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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