Aptus Capital Advisors, LLC

Overview

Aptus Capital Advisors, LLC is an SEC registered investment adviser based in Fairhope, AL, registered since 2016. It reports $14.1B in assets under management across 12,707 accounts, with 40 employees. It has 20 investment adviser representatives.

Reported AUM

$14.1B

Discretionary

90%

Accounts

12,707

Average account

$1.1M

Employees

40

Advisory reps

20

Registered since

2016

Jurisdictions

47

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals
• Investment Companies

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Beckham David Wyrick Jr Managing Member CRD 6634175
• John David Gardner Founder, Chief Investment Officer CRD 5821010
• John William Goldsberry Managing Member CRD 6397987

1 more executive officer, with direct contact details

Advisory reps 3 of 20

• Mark Alan Callahan Investment Adviser Rep CRD 4544576
• John B Davenport Investment Adviser Rep CRD 4641694
• John David Gardner Investment Adviser Rep CRD 5821010

17 more advisory reps, with emails, phones and branch locations

Location

Headquarters

314 Magnolia Ave Ste 200
Fairhope, AL 36532

County

Baldwin

Metro area

Daphne-Fairhope-Foley, AL

Region

South

Registrations

• SEC registered
• Registered in 47 jurisdictions
• Website: aptuscapitaladvisors.com

Every state, with registration dates

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