{"url":"https://nivawealth.com/firms/aptus-capital-advisors-167626","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167626","regulatoryAum":14141557319,"crd":"167626","secFileNumber":"801-107723","legalName":"Aptus Capital Advisors, LLC","displayName":"Aptus Capital Advisors","website":"http://www.aptuscapitaladvisors.com","linkedinUrl":"https://www.linkedin.com/company/aptus-capital-advisors/","founded":null,"organization":"Alabama limited liability company","fiscalYearEnd":"December","headquarters":{"street":"314 Magnolia Avenue, Suite 200","city":"Fairhope","state":"AL","stateName":"Alabama","country":"United States","postalCode":"36532"},"tradeNames":[],"registration":{"secApproved":"16 May 2016","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":40,"advisory":26,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":12760430801,"discretionaryAccounts":11212,"nonDiscretionary":1381126518,"nonDiscretionaryAccounts":1495,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":33},"clientTypes":[{"label":"Individuals (other than HNW)","clients":10335,"regulatoryAum":2958878162},{"label":"High-net-worth individuals","clients":2358,"regulatoryAum":7755714893},{"label":"Investment companies","clients":14,"regulatoryAum":3426964264}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":6598218215},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":2381874388}],"custodyNote":"Aptus Capital Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brett Wickmann","title":"Chief Compliance Officer","crd":"5167869"},{"name":"John Gardner","title":"Founder & Chief Investment Officer","crd":"5821010"},{"name":"John Goldsberry","title":"Managing Member","crd":"6397987"},{"name":"Beckham Wyrick","title":"Managing Member","crd":"6634175"}],"ownership":[{"label":"Aptus Midco, LLC","detail":"Owner in the 75% or more ownership band and a control person, since December 2021."},{"label":"John Gardner","detail":"Indirect owner: elected manager of Aptus Midco, LLC, since December 2021. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aptus Capital Advisors have?","answer":"Aptus Capital Advisors has 19 investment adviser representatives registered with state securities authorities, out of 40 employees, and 26 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aptus Capital Advisors invest in?","answer":"At the end of its last fiscal year, Aptus Capital Advisors’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 6% cash and equivalents, 2% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% annuity, insurance, private. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aptus Capital Advisors?","answer":"Aptus Capital Advisors is owned through a holding company by John Gardner and Aptus Holdings, LLC. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}