Aptus Capital Advisors, Llc
Fairhope, Alabama
5.0
2 Reviews
Aptus Capital Advisors, LLC is a reputable investment advisory firm based in Fairhope, AL. With 21 dedicated employees, 16 of whom specialize in providing expert investment advice, Aptus Capital Advisors is well-equipped to assist their clients in navigating the complexities of the financial markets.
The firm boasts an impressive average of approximately $154,950,000 in assets under management per investment advisor, a figure that surpasses the industry average, highlighting their ability to handle substantial portfolios effectively. Aptus Capital Advisors offers a diverse compensation structure that includes a percentage of asse...
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Assets Under Mgmt
$4.25B
Investment Professionals
16
Locations
8
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Pension consulting services
Disclosures
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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