Aptus Capital Advisors is an investment advisor in Fairhope with $4.25 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462433783
SEC advisor number
801-107723
FINRA CRD number
167626
AUM ?
$5.29 bn
(as of 27 Mar 24)
Accounts
7,056
(as of 27 Mar 24)
Employees
24
(16 investment advisory or research)
Address
Aptus Capital Advisors
265 YOUNG STREET
FAIRHOPE
AL 36532
265 YOUNG STREET
FAIRHOPE
AL 36532
Phone
(251) 517-7198
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21