Aptus Capital Advisors, LLC
● SEC registered since 2016CRD 167626SEC# 801-107723Fairhope, AL
Reg. AUM
$14.14B
Employees
40
Accounts
12,707
Location
Fairhope, AL
Aptus Capital Advisors, LLC assets under management
Aptus Capital Advisors, LLC operates as an SEC-registered investment adviser based in Fairhope, AL. The firm has been registered since 2016. It reports $14.1 billion in regulatory assets under management and employs 40 people.
Aptus Capital Advisors, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aptus Midco, LLC Control | Owner | Over 75% | 2021 |
| Beckham David Wyrick Control | Managing Member | Under 5% | 2016 |
| Brett Mathew Wickmann Control | Chief Compliance Officer | Under 5% | 2021 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Aptus Capital Advisors, LLC manage?
Aptus Capital Advisors, LLC reports $14.1 billion in regulatory assets under management on its Form ADV.
How many employees does Aptus Capital Advisors, LLC have?
Aptus Capital Advisors, LLC reports 40 employees.
Where is Aptus Capital Advisors, LLC located?
Aptus Capital Advisors, LLC is based in Fairhope, AL and has been SEC-registered since 2016.
Does Aptus Capital Advisors, LLC disclose fund performance?
Aptus Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 314 Magnolia Avenue, Suite 200, Fairhope, AL 36532 |
| Phone | 251-517-7198 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$14.14B▲ 168%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$14.14Bregulatory AUM
Discretionary $12.76BNon-discretionary $1.38B