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| Happy Holidays!! thanks for using AUM13F!! |
| Aptus Capital Advisors LLC
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| CRD # | 167626 |
| SEC # | 801-107723 |
| CIK # | 0001664193 |
| AUM | $9.9 B (2025-07-14) |
| Employees | 36 (53% Investors, 8% Brokers) |
| Phone | 251-517-7198 |
| Address | 314 Magnolia Avenue Fairhope, AL 36532 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.7 | ||
| Lilly Eli & Co | 0.4 | ||
| Thermo Fisher Scientific Inc | 0.3 | ||
| ServiceNow Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Power & Digital Infrastructure Acquisition Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Global MOFY Metaverse Ltd | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,763 | 2.1 |
| (b) Individuals (high net worth individuals) | 1,575 | 5.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 2.7 |
| (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 | 9,347 | 9.9 |
| By Discretionary | ||
| Discretionary | 8,557 | 9.3 |
| Non-Discretionary | 790 | 0.6 |
| Total | 9,347 | 9.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.9 | |
| Total | 9,347 | 9.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001664193] |
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10.3 | |
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Kestra Private Wealth Services LLC
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Concurrent Investment Advisors LLC
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Agincourt Capital Management LLC
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VA | 9.7 |
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Heck Capital Advisors LLC
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WI | 9.7 |
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Hyperion Asset Management Limited
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Gateway Investment Advisers LLC
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OH | 9.4 |