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| Aptus Capital Advisors LLC
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|---|---|
| CRD # | 167626 |
| SEC # | 801-107723 |
| CIK # | 0001664193 |
| AUM | 14.14 B (2026-03-26) |
| Employees | 40 (65% Investors, 0% Brokers) |
| Phone | 251-517-7198 |
| Address | 314 Magnolia Avenue Fairhope, AL 36532 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Netflix Inc | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,335 | 3.0 |
| (b) Individuals (high net worth individuals) | 2,358 | 7.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 3.4 |
| (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 | 12,707 | 14.1 |
| By Discretionary | ||
| Discretionary | 11,212 | 12.8 |
| Non-Discretionary | 1,495 | 1.4 |
| Total | 12,707 | 14.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.1 | |
| Total | 12,707 | 14.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001664193] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 33 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Yousif Capital Management LLC
✚
|
MI | 14.73 B |
|
Atlanta Consulting Group Advisors LLC
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GA | 14.70 B |
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Pine Ridge Advisers LLC
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NY | 14.42 B |
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Prime Buchholz LLC
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NH | 14.07 B |
|
Mission Wealth Management LP
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CA | 13.91 B |
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Advisor Partners II LLC
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CA | 13.91 B |
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Madison Investment Advisors LLC
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WI | 13.84 B |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 13.76 B |
|
Sapient Capital LLC
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|
IN | 13.76 B |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 13.72 B |