265 Young Street
Fairhope, Alabama 36532
Tel: 251-517-7198
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 167626 |
SEC# | 801-107723 |
Assets Managed by Firm | $4,249,213,318 |
No. of Clients | 8824 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8824 | $4,249,213,318 |
Individuals (other than high net worth individuals) | 8117 | $1,552,504,183 |
High net worth individuals | 700 | $1,782,308,945 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$25,621,167,078 | 70 | 20 | |
$15,576,353,344 | 2 | 29 | |
$8,104,824,585 | 57 | 165 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $8,102,484,548 | 476 | 55 |
$6,097,070,330 | 978 | 39 |
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