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APTUS CAPITAL ADVISORS, LLC

FAIRHOPE, AL · CRD 167626 · IAPD ↗ · aptuscapitaladvisors.com · 251-517-7198

$14.14BRegulatory AUM
26Advisory reps
40Employees
33Clients
251-500Planning clients
0Private funds
47States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — APTUS CAPITAL ADVISORS, LLC added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — APTUS CAPITAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — APTUS CAPITAL ADVISORS, LLC reported RAUM up 43% ($9.86B -> $14.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2026 — APTUS CAPITAL ADVISORS, LLC grew from 19 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — APTUS CAPITAL ADVISORS, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — APTUS CAPITAL ADVISORS, LLC reported RAUM up 86% ($5.29B -> $9.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2025 — APTUS CAPITAL ADVISORS, LLC added office(s): 13 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
January 2025 — APTUS CAPITAL ADVISORS, LLC changed its website from aptusetfs.com to aptuscapitaladvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
January 2025 — APTUS CAPITAL ADVISORS, LLC notice-filed in IA, NV, RI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — APTUS CAPITAL ADVISORS, LLC changed its website from aptuscapitaladvisors.com to aptusetfs.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2024 — APTUS CAPITAL ADVISORS, LLC notice-filed in KS, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — APTUS CAPITAL ADVISORS, LLC added office(s): 8 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.