(CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc. With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in
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Aptus capital advisors professional#
Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive no To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data compiled from the SEC and The company is legally allowed to serve investors throughout 35 U.S. The company's main office is at 265 Young Street, Fairhope, Alabama 36532. The typical financial advisor at Aptus Capital Advisors, LLC administers around 284 client accounts. The firm administers an average of $697,870 in assets for each client account. The company also oversees 240 non-discretionary accounts with a total of $1.3 billion in assets. Discretionary management is a structure in which a portfolio manager makes transaction judgments without requiring client approval. Aptus Capital Advisors, LLC manages the majority of its accounts in a discretionary manner. Securities are tradable fiscal assets such as bonds, options and equities. Aptus Capital Advisors, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. The company has a small group, including 20 financial advisors. It oversees $4.0 billion in total assets over 5,688 client accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). Aptus Capital Advisors, LLC operates as a financial advisory firm headquartered in Fairhope, Alabama.