Apricus Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Apricus Wealth is a registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities; the firm reports roughly $355,686,441 in regulatory assets under management and operates with a four‑advisor team. Its services include discretionary portfolio management, integrated financial planning provided without a separate charge, and advice on legacy or non‑custodied positions such as annuities and employer‑sponsored retirement plan assets.
The firm employs a tailored, discretionary investment process that combines fundamental and technical analysis with long‑term purchase strategies and portfolio rebalancing, constructing allocations based on each client’s objectives, risk tolerance, and written restrictions. Apricus monitors accounts on an ongoing basis, delivers quarterly written performance reports, and uses Orion Adviser Services for performance reconciliation, reporting, billing, and other administrative functions.
Operationally, Apricus is atypical among similar team firms in maintaining five offices and in its emphasis on providing account performance reporting and firm‑level performance support via its technology arrangements. The firm also discloses a generally stated account minimum of $3 million (subject to waiver or negotiation), directs custody through Schwab Institutional, and retains proxy‑voting authority while indicating it may use a third‑party proxy monitor (Egan‑Jones) to vote in accordance with its policies.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $3,000,000 Minimum fee: Generally $27,500 per year, subject to negotiation Fee-only: Asset-based fees as disclosed; no commissions or performance fees charged.
Main office
See office2015 Boundary Street, Suite 309
Beaufort SC 29902
Advisors at this office
1
Offices (4)
Most active in
Pennsylvania · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ruston W
CFP®
Lebanon, PA
Apricus Wealth LLC
Ruston Wolfe is a CFP® professional at Apricus Wealth LLC with three years of industry experience. Prior to joining Apricus Wealth, he spent twelve years at Bryn Mawr Trust. Apricus Wealth is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, while providing integrated financial planning and comprehensive account monitoring.
Ernest C
CFA®
Downingtown, PA
Apricus Wealth LLC
Ernest Cecilia is a CFA® charterholder with 12 years of industry experience. He has worked at Apricus Wealth LLC since 2021 and previously spent eight years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies and portfolio rebalancing, managing approximately $356 million in regulatory assets through a four-advisor team.
Joseph C
CFA®
Beaufort, SC
Apricus Wealth LLC
Joseph Costigan is a CFA® charterholder with 19 years of industry experience. He has worked at Apricus Wealth LLC since 2020 and previously spent six years with Verity & Verity, LLC dba Verity Investment Partners. Apricus Wealth is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored, discretionary investment process combining fundamental and technical analysis to construct portfolios aligned with client objectives and risk tolerance, and it emphasizes performance reporting supported by its technology infrastructure.
James G
Series 63, Series 65
Newtown Square, PA
Apricus Wealth LLC
James Gibson is a financial advisor at Apricus Wealth LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at BB&T Securities and operating as a self-employed advisor before joining Apricus Wealth in 2021. Apricus Wealth is a registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, providing integrated financial planning and ongoing account monitoring.
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