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

More Retirement Planning firms in Fairhope, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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