AC
APTUS CAPITAL ADVISORS, LLC
SEC RegisteredFAIRHOPE, ALhttps://aptuscapitaladvisors.com251-517-7198
Assets Under Management
$5B–$25B
Employees
40
Office Locations
14 offices
Total Accounts
12707
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment Companies
Who they serve
| 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
Llc Aptus Holdings
OWNER
John David Gardner
OWNER
Brett Mathew Wickmann
CHIEF COMPLIANCE OFFICER
Office locations
14 offices in 4 states
AL
FAIRHOPEHQ
AL
HOMEWOOD
CA
PIEDMONT
FL
ST. PETERSBURG
PA
GIBSONIA
AL
BIRMINGHAM
Advisors at this firm
7 advisors in the directory
Mark Alan Callahan
Investment Adviser Representative
John Robert Guagliardo
Investment Adviser Representative
Jacob Martin Marriott
Investment Adviser Representative
Matthew McGowan
Investment Adviser Representative
Tenzin Phuntsok
Investment Adviser Representative
Alexandra Elizabeth Romero
Investment Adviser Representative
James Gerald Yahoudy
Investment Adviser Representative
Regulatory & compliance
CRD number
#167626
SEC Number
801-107723
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
aptuscapitaladvisors.comPhone
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Editorial disclosure
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.