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
- Website
- aptuscapitaladvisors.com
- Industry
- Investment Management
- Employees
- 31
- Founded
- 2013
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll 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 | Location | Contact |
|---|---|---|---|
| Brian Jacobs, Cfa | San Francisco, California, United States |
Email
|
|
| John Guagliardo | Strategic Consultant | Greater Chicago Area, United States |
Email
|
| Brett Wickmann | Chief Compliance Officer at Aptus Capital Advisors | Jackson, Wisconsin, United States |
Email
Phone
|
| Derek Hernquist | Obsessed with Helping Wealth Managers Develop Confident Clients | Charlotte, North Carolina, United States |
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 | Phone | |
|---|---|---|---|
| General | 4 | 4 | 2 |
| Executive | 3 | 3 | 2 |
| Legal | 1 | 1 | 0 |
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