Aptus Capital Advisors, LLC
Aptus Capital Advisors, LLC (CRD# 167626) is a financial advisory firm headquartered in Fairhope, AL. They manage $5,285,077,689 in 7,056 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management5,285MILLION
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Total Number of Accounts7,056ACCOUNTS
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Average Account Value$749,019
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
Mark Callahan (CRD# 4544576) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 21 years of experience in the finance industry.
John Gardner (CRD# 5821010) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 13 years of experience in the finance industry.
William Gardner (CRD# 7011229) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Homewood, AL and has over 5 years of experience in the finance industry.
John Goldsberry (CRD# 6397987) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 9 years of experience in the finance industry.
Derek Hernquist (CRD# 2255879) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Beckham Wyrick (CRD# 6634175) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 8 years of experience in the finance industry.
James Yahoudy (CRD# 5800778) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Grapevine, TX and has over 13 years of experience in the finance industry.
William Graham (CRD# 7362903) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 2 years of experience in the finance industry.
Joseph King (CRD# 7358874) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 2 years of experience in the finance industry.
Christopher Neill (CRD# 4943985) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Lake Oswego, OR and has over 12 years of experience in the finance industry.