Aptus Capital Advisors, Llc (Fairhope)
Aptus Capital Advisors, Llc Is a Large Advisory Firm Based in Fairhope. It Manages $1.16 Billion of Regulatory Assets for 2,213 Client Accounts. It Has Been...
Aptus Capital Advisors, LLC is a large advisory firm based in Fairhope. It manages $1.16 billion of regulatory assets for 2,213 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, California, Florida, and 11 other states.
Aptus Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Aptus Capital Advisors: assets under management
The assets under management (AUM) of Aptus Capital Advisors, LLC is $1.16 billion. The firm's AUM has grown by 6055% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.15 billion in discretionary accounts and $7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $528.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $233.35 thousand.
Investments
The firm invests in investment and business development companies the most. They account for 75% of the total AUM. The second-largest asset type is exchange traded securities, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
