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Aptus Capital Advisors, LLC

● SEC registered since 2016CRD 167626SEC# 801-107723Fairhope, AL
Export (members)
Reg. AUM
$9.86B
Employees
36
Accounts
9,347
Location
Fairhope, AL

Aptus Capital Advisors, LLC assets under management

Aptus Capital Advisors, LLC operates as an SEC-registered investment adviser based in Fairhope, AL. The firm has been registered since 2016. It reports $9.9 billion in regulatory assets under management and employs 36 people.
www.aptuscapitaladvisors.comView on SEC.gov ↗

Aptus Capital Advisors, LLC owners & executives

13 reported
NameTitleOwnershipSince
Aptus Midco, LLC ControlOwnerOver 75%2021
Brett Mathew Wickmann ControlChief Compliance OfficerUnder 5%2021
Aptus Holdings, LLC ControlOwner50-75%2021
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Frequently asked questions

How much does Aptus Capital Advisors, LLC manage?

Aptus Capital Advisors, LLC reports $9.9 billion in regulatory assets under management on its Form ADV.

How many employees does Aptus Capital Advisors, LLC have?

Aptus Capital Advisors, LLC reports 36 employees.

Where is Aptus Capital Advisors, LLC located?

Aptus Capital Advisors, LLC is based in Fairhope, AL and has been SEC-registered since 2016.

Does Aptus Capital Advisors, LLC disclose fund performance?

Aptus Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address314 Magnolia Avenue, Suite 200, Fairhope, AL 36532
Phone251-517-7198
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$9.26B
Non-discretionary$600.6M
Total (RAUM)$9.86B