APTUS CAPITAL ADVISORS, LLC

314 Magnolia Avenue
Fairhope, Alabama 36532
Tel: 251-517-7198

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 18 offices throughout the country.

APTUS CAPITAL ADVISORS, LLC is a Fairhope, Alabama based Financial Planning firm with nearly $5,285,077,689 assets under management, offering retirement planning & investment advisory services to 7056 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167626
SEC#	801-107723
Assets Managed by Firm	$5,285,077,689
No. of Clients	7056
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	7056	$5,285,077,689
Individuals (other than high net worth individuals)	6167	$1,572,633,902
High net worth individuals	881	$2,697,232,019

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