Aptus Capital Advisors, LLC

Aptus Capital Advisors, LLC (CRD# 167626) is a financial advisory firm headquartered in Fairhope, AL. They manage $95,000,000 in 285 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, KY, NC, OH

Financial Advisors at Aptus Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John D. Gardner
CRD#: 5821010
407 Johnson Avenue, Fairhope, AL 36532
96
Wealthminder
score

John Gardner (CRD# 5821010) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 7 years of experience in the finance industry.

2
John W. Goldsberry
CRD#: 6397987
407 Johnson Avenue, Fairhope, AL 36532
90
Wealthminder
score

John Goldsberry (CRD# 6397987) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 3 years of experience in the finance industry.

3
Beckham D. Wyrick
CRD#: 6634175
407 Johnson Avenue, Fairhope, AL 36532
88
Wealthminder
score

Beckham Wyrick (CRD# 6634175) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has 1 year of experience in the finance industry.

4
Billy R. Williams
CRD#: 4447994
2566 Dauphin Street, Mobile, AL 36606
86
Wealthminder
score

Billy Williams (CRD# 4447994) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Mobile, AL and has over 16 years of experience in the finance industry. Billy Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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