APTUS CAPITAL ADVISORS, LLC

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Aptus Capital Advisors is based out of Fairhope. Aptus Capital Advisors is a large advisory firm with 601 clients and discretionary assets under management (AUM) of $288,918,513 (Form ADV from 2019-01-10). Their last reported 13F filing for Q4 2018 included $351,084,000 in managed 13F securities and a top 10 holdings concentration of 67.17%. Aptus Capital Advisors's largest holding is Aptus Defined Risk ETF with shares held of 1,849,186. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.46%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

APTUS CAPITAL ADVISORS, LLC
407 JOHNSON AVENUE
FAIRHOPE AL    36532
Country: United States

Business Phone: 251-517-7198
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AL
Number of employees: 16
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 601
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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APTUS CAPITAL ADVISORS, LLC

ownership team - last updated 2018-05-16
Name Title Start Date Direct/Indirect % Ownership
WYRICK, BECKHAM, DAVID CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
APTUS CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
APTUS HOLDINGS, LLC OWNER 01/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
APTUS CAPITAL ADVISORS, LLC OWNER direct 2018-01-01
GARDNER, JOHN, DAVID OWNER APTUS HOLDINGS, LLC 01/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
APTUS CAPITAL ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2013-04-01
APTUS CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2013-04-01
WYRICK, BECKHAM, DAVID MEMBER APTUS HOLDINGS, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
APTUS CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
GOLDSBERRY, JOHN, WILLIAM MEMBER APTUS HOLDINGS, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
APTUS CAPITAL ADVISORS, LLC MEMBER direct 2016-06-01

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