Aptus Capital Advisors

Aptus Capital Advisors

Investment Management Fairhope, Alabama, United States 31 employees
Employees
31
Contacts
4
Emails
4
Phones
2

Aptus Capital Advisors Overview

Headquarters
Fairhope, Alabama, United States
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
31
Founded
2013
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords

About Aptus Capital Advisors

Aptus is a specialist in risk-mitigated investing, focused on helping advisors create more confident clients. Our mission is to help independent wealth managers seek better client outcomes, building on their financial planning w/thoughtful portfolio design and behavioral support. Disclosure: This page contains information and links to third party sites not affiliated with Aptus Capital Advisors (“ACA”). This is for informational use only and should not be considered investment advice or an offer to sell any product. ACA reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. ACA is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about ACA including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available at www.aptuscapitaladvisors.com or by calling 251.517.7198.

Aptus Capital Advisors Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Aptus Capital Advisors Org Chart

Sample employees and titles
Name Title Contact
Brian Jacobs, Cfa
Email
John Guagliardo Strategic Consultant
Email
Brett Wickmann Chief Compliance Officer at Aptus Capital Advisors
Email Phone
Derek Hernquist Obsessed with Helping Wealth Managers Develop Confident Clients
Email Phone

Employees by Management Level

Individual contributor 6 profiles
Executive 3 profiles
Manager 3 profiles
VP / Head 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 2
Executive 3 3 2
Legal 1 1 0

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