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APTUS CAPITAL ADVISORS, LLC

265 Young Street
Fairhope, Alabama 36532
Tel: 251-517-7198

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About APTUS CAPITAL ADVISORS, LLC

APTUS CAPITAL ADVISORS, LLC, formally registered with the SEC as APTUS CAPITAL ADVISORS, LLC. The firm was established in 05/16/2016. They have over 9 offices throughout the country.

APTUS CAPITAL ADVISORS, LLC is a Fairhope, Alabama based Financial Planning firm with nearly $4,249,213,318 assets under management, offering retirement planning & investment advisory services to 8824 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#167626
SEC#801-107723
Assets Managed by Firm$4,249,213,318
No. of Clients8824
No. of Advisors21

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total8824$4,249,213,318
Individuals (other than high net worth individuals)8117$1,552,504,183
High net worth individuals700$1,782,308,945

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HARBERT FUND ADVISORS, INC.
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VULCAN VALUE PARTNERS LLC
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$8,102,484,54847655
ARLINGTON PARTNERS LLC
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Birmingham, AL, 35203
$6,097,070,33097839

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