| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Matthew Duncan Control | Director Of Financial Planning | Under 5% | 2018 |
| Sarah Catherine Gutierrez Control | Partner And Chief Executive Officer | Over 75% | 2011 |
| Stephanie Robichaux Matthews | Director Of Financial Wellness | Under 5% | 2023 |
Aptus Financial LLC reports 13 employees.
Aptus Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 501-907-1993 |
| Office hours | 9a.m. - 6p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |