A complete list of active advisors currently associated with Aptus Capital Advisors, LLC

Warmer can help you find a great advisor at Aptus Capital Advisors, LLC or one who fits your needs even better.

Aptus Capital Advisors serves primarily individual and high-net-worth investors, along with registered investment professionals and platform users, providing portfolio management, financial planning, retirement plan advisory, model portfolios/sub-advisory services and options overlay solutions. The firm also acts as investment adviser to a suite of actively managed and buffered exchange-traded funds and offers private-label ETF and advisor-agent/back-office services. Aptus typically implements strategies through ETFs — including its own Aptus ETFs — and combines technical and fundamental analysis with an emphasis on participating in market upside while seeking to limit significant drawdowns. Accounts are generally driven by model portfolio allocations delivered to clients or to subscribing advisers and are reviewed regularly, with many relationships executed on a discretionary, model-driven basis or through third-party platforms. Distinctive features include a relatively small adviser team overseeing enterprise-scale assets (about $14 billion AUM) and a very high client-to-advisor ratio (several hundred clients per advisor), which reflects a scalable, model-centric operating approach. The firm’s combination of ETF advisory fees, Fund Specialist platform arrangements (including revenue-sharing or “shelf space” agreements), private-label ETF work and options overlay services creates revenue streams and potential conflicts of interest that the brochure discloses and addresses in its policies.

To learn more about the advisors currently working at Aptus Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.