APTUS CAPITAL ADVISORS, LLC
Latest filing: Mar 31, 2025 (96 days ago)
AUM
$9,856,216,354
86% change vs. 1 year ago
148% change vs. 3 years ago
591% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
36
50% change vs. 1 year ago
44% change vs. 3 years ago
50% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
FAIRHOPE, AL
314 MAGNOLIA AVENUE, FAIRHOPE, AL, UNITED STATES, 36532
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $9.3 |
| Non-Discretionary | $0.6 |
| Total | $9.9 |
| Client | AUM |
|---|---|
| Retail | $7.1 |
| Pooled | $2.7 |
| Institutional | $0.0 |
| Total | $9.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 7,763 | $2.1 |
| Average Individual AUM | $271,209 | |
| HNW | 1,575 | $5.0 |
| Average HNW AUM | $3,200,789 | |
| Retail Total | 9,338 | $7.1 |
| Average Retail AUM | $765,329 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $3.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $7.1 |
| Retail SMA AUM | $7.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 19% | $1.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 5% | $0.4 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 67% | $4.8 |
| Other Pools | 0% | $0.0 |
| Cash | 8% | $0.6 |
| Other | 1% | $0.1 |
| Total | 100% | $7.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| GARDNER, JOHN, DAVID | ELECTED MANAGER, OWNER |
| WYRICK, BECKHAM, DAVID | ELECTED MANAGER, MEMBER |
| GOLDSBERRY, JOHN, WILLIAM | ELECTED MANAGER, MEMBER |
| GARDNER, WILLIAM, CARROLL | ELECTED MANAGER, MEMBER |
| HERNQUIST, DEREK, JAMES | ELECTED MANAGER, MEMBER |
| WICKMANN, BRETT, MATHEW | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER NEILL | FAIRHOPE | AL | S63|2012-01-17 | ||||||
| DAVID WAGNER | FAIRHOPE | AL | CHARTERED FINANCIAL ANALYST | ||||||
| WILLIAM GARDNER | FAIRHOPE | AL | S65|2018-11-07 | ||||||
| JOHN GARDNER | FAIRHOPE | AL | S66|2010-09-24 | CHARTERED FINANCIAL ANALYST | |||||
| WILLIAM GRAHAM | FAIRHOPE | AL | S65|2022-04-18 | ||||||
| BECKHAM WYRICK | FAIRHOPE | AL | S65|2016-04-25 | CHARTERED FINANCIAL ANALYST | |||||
| BRADLEY RAPKING | FAIRHOPE | AL | CHARTERED FINANCIAL ANALYST | ||||||
| JAMES YAHOUDY | FAIRHOPE | AL | S66|2010-08-01 | CERTIFIED FINANCIAL PLANNER | |||||
| DEREK HERNQUIST | FAIRHOPE | AL | S63|2014-06-26|S65|2018-03-22 | ||||||
| JOHN TYNER | FAIRHOPE | AL | S63|2015-11-19 | CHARTERED FINANCIAL ANALYST | |||||
| MARK CALLAHAN | FAIRHOPE | AL | S66|2002-08-06 | ||||||
| JOHN GOLDSBERRY | FAIRHOPE | AL | S65|2014-10-01 | ||||||
| JOSEPH KING | FAIRHOPE | AL | S65|2022-04-01 | ||||||
| JOSEPH SYKORA | FAIRHOPE | AL | S63|2010-05-04 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $9.9 | $0.0 | 0% | 36 | 0 | 0% |
| 2025-04-21 | $9.9 | $0.0 | 0% | 36 | 0 | 0% |
| 2024-04-02 | $5.3 | $4.6 | 86% | 24 | 12 | 50% |
| 2023-04-04 | $4.2 | $5.6 | 132% | 21 | 15 | 71% |
| 2022-04-01 | $4.0 | $5.9 | 148% | 25 | 11 | 44% |
| 2021-04-05 | $2.5 | $7.4 | 295% | 22 | 14 | 64% |
| 2020-04-01 | $1.4 | $8.4 | 591% | 24 | 12 | 50% |
| 2019-04-01 | $1.2 | $8.7 | 749% | 21 | 15 | 71% |
| 2018-04-02 | $0.3 | $9.6 | 3280% | 4 | 32 | 800% |
| 2017-04-01 | $0.0 | $9.8 | 27796% | 4 | 32 | 800% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AL, AL-05/16/2016, AR-03/30/2022, AZ-11/23/2021, CA-03/29/2019, CO-12/04/2020, CT-11/23/2021, DC-03/27/2020, DE-11/23/2021, FL-07/21/2016, GA-04/04/2018, IA-12/02/2024, ID-11/22/2022, IL-04/06/2020, IN-03/30/2021, KS-03/27/2024, KY-12/04/2020, LA-04/04/2018, MA-03/27/2020, MD-03/29/2019, ME-03/31/2023, MI-03/30/2022, MN-03/27/2024, MO-03/30/2021, MS-04/04/2018, NC-07/21/2016, NE-03/27/2020, NH-03/31/2023, NJ-12/01/2021, NM-11/22/2022, NV-12/02/2024, NY-03/27/2020, OH-05/16/2016, OK-03/30/2022, OR-03/30/2022, PA-03/27/2020, RI-12/02/2024, SC-03/29/2019, SD-03/31/2023, TN-03/29/2019, TX-04/04/2018, UT-03/27/2020, VA-03/29/2019, VT-03/31/2025, WA-11/23/2021, WI-03/30/2022, WV-11/23/2021, WY-12/02/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV