← Directory
APTUS CAPITAL ADVISORS, LLC
CRD 167626File 801-107723
APPROVED
Retail clients
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.14B
Top 10% of cohort (national)
Discretionary AUM
$12.76B
Non-discretionary $1.38B
Clients
12,707
12,707 accounts
Employees
40
Top 10% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 16, 2016
- Principal office
- 314 MAGNOLIA AVENUE, SUITE 200, FAIRHOPE, AL, 36532
- Phone
- 251-517-7198
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.14B
- Discretionary AUM
- $12.76B
- Non-discretionary AUM
- $1.38B
- Discretionary accounts
- 11,212
- Non-discretionary accounts
- 1,495
- Total accounts
- 12,707
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 14 | $3.43B |
| High net worth individuals | 2,358 | $7.76B |
| Individuals (other than high net worth individuals) | 10,335 | $2.96B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.