Wealth Manager
    SEC Registered
    Manages Private Funds

    Aptus Capital Advisors, LLC

    Registered investment advisor · Fairhope, Alabama · CRD #167626

    Assets Under Management
    $14.1B
    Client Accounts
    12,707
    Employees
    40
    CRD Number
    167626
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Aptus Capital Advisors, LLC

    Aptus Capital Advisors is a Registered Investment Advisor based in Fairhope, Alabama, specializing in risk-mitigated investing strategies. Founded in 2013, the firm manages $11.3 billion in assets and serves approximately 9,347 clients. Aptus focuses on providing tailored investment solutions, emphasizing the management of risks over returns. The firm offers a range of services, including active ETFs, options strategies, and shared Chief Investment Officer services for independent advisors. Apt

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Aptus Capital Advisors, LLC

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    Frequently Asked Questions

    What is Aptus Capital Advisors, LLC's AUM?

    Aptus Capital Advisors, LLC reports approximately $14.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Aptus Capital Advisors, LLC headquartered?

    Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.

    What is Aptus Capital Advisors, LLC's CRD number?

    Aptus Capital Advisors, LLC's CRD number is 167626. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Aptus Capital Advisors, LLC manage?

    Aptus Capital Advisors, LLC manages approximately 12,707 client accounts according to its latest SEC filing.

    Is Aptus Capital Advisors, LLC SEC registered?

    Yes, Aptus Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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