1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2APTUS CAPITAL ADVISORS, LLC

Map pinFAIRHOPE, AL
Phone251-517-7198
NotebookSEC #801-107723
Total AUM
$14.1B
Employees
40
Clients
12,707

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
314 MAGNOLIA AVENUE
SUITE 200
FAIRHOPE
AL 36532
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
251-517-7198
Other Offices
16

ReceiptFinancials

Total AUM
$14.1B
Accounts
12,707
Discretionary
$12.8B
Accounts
11,212
Non-Discretionary
$1.4B
Accounts
1,495

ContactClients

View more in analytics →

Individual Clients
10,335
AUM
$3B
HNW Individual Clients
2,358
AUM
$7.8B
Investment Company Clients
14
AUM
$3.4B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account