Role at Aptus Capital Advisors
- Title on Schedule A
- Managing Member
- Control
- John Goldsberry is a control person of Aptus Capital Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- John Goldsberry has held the filed role since April 2013.
The firm
Form ADV filed 24 September 2026
Career on record
John Goldsberry has been registered through Aptus Capital Advisors since October 2014.
- Aptus Capital Advisors, LLCCurrent– present · 12 yearsFairhope, AL · Adviser representative · Firm CRD 167626
- Passed Series 65 · 2014
Registrations and exams
John Goldsberry has a current investment-adviser registration in Alabama and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Alabama | Investment adviser representative | Approved | 1 October 2014 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 October 2014 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- John William Goldsberry
- CRD
- 6397987
- Registration status
- Investment adviser registration
- Office
- 314 MAGNOLIA AVENUE, SUITE 200, Fairhope, AL 36532
- Firm bio
- aptuscapitaladvisors.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
John Goldsberry manages Aptus operations, including trading, client service, human resources, process implementation and technology. The firm says he joined in 2014. Aptus Capital Advisors team biography
Education
- He graduated from the University of North Carolina at Wilmington.Aptus Capital Advisors team biography
Common questions
Where does John Goldsberry work?
John Goldsberry has been Managing Member of Aptus Capital Advisors, LLC since April 2013, and is a control person of the firm.
Is John Goldsberry a financial advisor?
Yes. John Goldsberry has a current investment-adviser registration in Alabama, through Aptus Capital Advisors since October 2014, as of 17 October 2026.
How many years of experience does John Goldsberry have?
John Goldsberry has worked in the financial industry for 12 years as of 17 October 2026, counted from 30 September 2014, across 1 adviser firm.
What exams has John Goldsberry passed?
John Goldsberry passed the Series 65 in October 2014.
Where is John Goldsberry based?
John Goldsberry’s registered office is in Fairhope, AL.
Leadership at Aptus Capital Advisors
Brett WickmannChief Compliance Officer
John GardnerFounder & Chief Investment Officer
Beckham WyrickManaging Member