|
⚲
|
| Aptus Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 167626 |
| SEC # | 801-107723 |
| CIK # | 0001664193 |
| AUM | $5.3 BB (2024-03-27) |
| Employees | 24 (67% Investors, 12% Brokers) |
| Phone | 251-517-7198 |
| Address | 265 Young Street Fairhope, AL 36532 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AMZN | 1,093.0 | 0.2 | |
| ADBE | 172.8 | 0.2 | |
| MSFT | 1,918.2 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| NFLX | 79.8 | 0.1 | |
| SPEM | 0.1 | ||
| GOOG | 1,482.6 | 0.1 | |
| JPM | 340.2 | 0.0 | |
| META | 434.9 | 0.0 |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,167 | 1.6 |
| (b) Individuals (high net worth individuals) | 881 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 1.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,056 | 5.3 |
| By Discretionary | ||
| Discretionary | 6,042 | 4.7 |
| Non-Discretionary | 1,014 | 0.6 |
| Total | 7,056 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 7,056 | 5.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001664193] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Turim 21 Investimentos LTDA
✚
|
5.4 | |
|
Promanage LLC
✚
|
IL | 5.4 |
|
Gradient Investments LLC
✚
|
MN | 5.3 |
|
Janney Capital Management LLC
✚
|
PA | 5.3 |
|
Capital Investment Advisors LLC
✚
|
GA | 5.3 |
|
RPA Financial LLC
✚
|
CA | 5.3 |
|
First Foundation Advisors
✚
|
CA | 5.2 |
|
Harbor Investment Advisory LLC
✚
|
MD | 5.2 |
|
The Huntington Investment Company
✚
|
OH | 5.2 |
|
WCG Wealth Advisors LLC
✚
|
NV | 5.2 |