Aptus Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairhope, AL. Its latest Form ADV filing, dated March 26, 2026, reports $14.1B in regulatory assets under management, 40 employees, 16 offices, and 12,707 accounts.
Assets Under Management
$14.1B
Employees
40
Offices
16 offices
Total Clients
12,707
Primary office
FAIRHOPE, AL
314 MAGNOLIA AVENUE, SUITE 200, FAIRHOPE, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
10,335
2
HNWI
18.6%
2,358
3
Investment Cos.
0.1%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.1Bas of March 26, 2026
Discretionary90.2%
$12.8B
90% of total RAUM90.2%
Non-discretionary9.8%
$1.4B
10% of total RAUM9.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$14.1B
Total Accounts12,707
10Y AUM Change+$14.1B (+39924.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee318:1
10Y Employee Change+36 (+900.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.