APTUS CAPITAL ADVISORS, LLC

CRD 167626 · SEC 801-107723

Visit website

314 MAGNOLIA AVENUE, SUITE 200, FAIRHOPE, AL, 36532, United States

Phone

251-517-7198

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$14.14B

Discretionary AUM

$12.76B

Team

40 total employees; 26 advisory reps; 33 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)GENERAL CONSULTING SERVICES

Client types

Type	Clients	AUM
Individuals	10335	$2.96B
High net worth individuals	2358	$7.76B
Investment companies	14	$3.43B

States served

VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD

All web addresses on file

http://www.aptuscapitaladvisors.com
http://www.aptusetfs.com
https://www.linkedin.com/company/aptus-capital-advisors/
http://impact-series.com/
https://mscmfunds.com/msmr-etf/
https://twitter.com/DrawdownPatrol

Official SEC filing: View on IAPD