Apricus Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Apricus Wealth reports 100 clients. They include 79 high-net-worth individuals and 21 individual clients. Of its assets, 100.0% ($336M across 255 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 1% |
| High-net-worth individuals | 79% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 21 | $4.23M | 1.3% | $201K |
| High-net-worth individuals | 79 | $331M | 98.7% | $4.2M |
| Total | 100 | $336M | 100% | $3.36M |
- Clients
- 21
- Regulatory AUM
- $4.23M
- AUM share
- 1.3%
- Avg. per client
- $201K
- Clients
- 79
- Regulatory AUM
- $331M
- AUM share
- 98.7%
- Avg. per client
- $4.2M
Total
- Clients
- 100
- Regulatory AUM
- $336M
- AUM share
- 100%
- Avg. per client
- $3.36M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Apricus Wealth charges 0.50%–1.00% a year for its Advisory services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $27,500 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Joseph Costigan owns 75% or more of Apricus Wealth. The leadership team of Apricus Wealth includes President Joseph Costigan. It has 6 employees, 4 of them in advisory roles.
Leadership
- Joseph CostiganFounder, President & CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Ernest E. Cecilia
- Joseph J Costigan
- James Edward Gibson
- Ruston Jay Wolfe
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Apricus Wealth LLC
Joseph Costigan
Control person · since October 2019
Apricus Wealth’s regulatory assets grew 2.0× from $167M (March 2022) to $336M (February 2026); clients rose from 37 to 100 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $336M | 100 | 6 | 5 |
| February 2025 | $272M | 86 | 6 | 5 |
| May 2024 | $227M | 72 | 6 | 1 |
| April 2023 | $167M | 53 | 5 | 2 |
| March 2022 | $167M | 37 | 3 | 2 |
Besides its headquarters, Apricus Wealth has 4 offices (4 private residences, listed without an address), with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 2015 Boundary Street, Suite 309, BeaufortHQ
Contact and registration details
- Legal name
- Apricus Wealth LLC
- Headquarters
- 2015 Boundary Street, Suite 309, Beaufort, SC 29902
- Website
- apricuswealth.com
- Phone
- 610-329-4899
- SEC file
- 801-123731
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Apricus Wealth uses Charles Schwab ($336M) as custodian for its separately managed accounts. Apricus Wealth has custody of $82.2M in client assets for 20 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $336M100%
At year end, Apricus Wealth’s separately managed accounts were mostly in stocks (63%) and bonds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $210M across 129 positions; the largest are Abbvie Inc. (3.2%), Owens Corning New (3.0%) and Chevron Corporation (2.8%).
What the accounts hold
- Stocks63%
- Funds4%
- Bonds29%
- U.S. government and agency bonds23%
- State and local bonds4%
- Investment grade corporate bonds2%
- Cash3%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $210M
- Reported 13F value
- 129
- Positions
- 25.3%
- In the 10 largest
- +2.1%
- Value vs. prior quarter
- Abbvie Inc.3.2%
- Owens Corning New3.0%
- Chevron Corporation2.8%
- Merck & CO Inc.2.5%
- Kimberly-clark Corp.2.5%
- Bunge Global SA · Com Shs2.5%
- Johnson & Johnson2.4%
- Archer Daniels Midland CO2.2%
- Amgen Inc.2.2%
- Bank OF Amer Corp.2.1%
Together, the ten largest are 25.3% of reported value.
How many clients does Apricus Wealth have?
Apricus Wealth has 100 clients and manages $336 million for them, as of February 2026. They include 79 high-net-worth individuals and 21 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Apricus Wealth offer?
Apricus Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Apricus Wealth charge?
Apricus Wealth charges 0.50%–1.00% a year for its Advisory services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $27,500 annual minimum.
Which custodians does Apricus Wealth use?
Apricus Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $336M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Apricus Wealth have?
Apricus Wealth has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Apricus Wealth invest in?
At the end of its last fiscal year, Apricus Wealth’s separately managed accounts held 63% exchange-traded equities, 23% U.S. government and agency bonds, 4% state and local bonds, 4% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Apricus Wealth?
Apricus Wealth’s direct owner is Joseph Costigan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Apricus Wealth get paid?
Apricus Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Apricus Wealth registered with the SEC?
Yes, Apricus Wealth has been registered with the SEC as an investment adviser since 19 April 2022. Its CRD number is 306239 and its SEC file number is 801-123731.
Source: Form ADV Part 1A, Item 1, filed 20 February 2026; IAPD firm record
How do I contact Apricus Wealth?
Apricus Wealth’s main office is at 2015 Boundary Street, Suite 309, Beaufort, SC 29902. Its phone number is 610-329-4899. Its website is apricuswealth.com.