APTUS CAPITAL ADVISORS, LLC
SEC RegisteredTrue Diversification
About the firm
Aptus Capital Advisors offers risk-managed strategies designed to help clients stay invested through the ups and downs of market cycles. The firm supports wealth managers through active ETFs, managed portfolios, custom option overlays, and investment support. Their approach seeks to produce potential for growth and income with defenses against investors' most feared risks.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active ETFs, managed portfolios, custom option overlays, and investment support including custom portfolio design, reviews, and content
Who they serve
Wealth managers and their clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10,335 | $3.0B |
| High Net Worth Individuals | 2,358 | $7.8B |
33 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APTUS CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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