Aptus Capital Advisors
Finance · Alabama, United States · 11-50 Employees
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Overview
Headquarters
314 Magnolia Ave, Fairhope, Alabama, 365...Website
www.aptuscapitaladvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
2
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1
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2
About Aptus Capital Advisors
Aptus Capital Advisors offers a range of investment services including Active ETFs, Managed Portfolios, Custom Option Overlays, and Investment Support, all designed to enhance client outcomes. They focus on risk-managed strategies that help clients navigate market fluctuations effectively. Targeting wealth managers, the firm aims to minimize the gap between market performance and investor returns while providing tailored portfolio solutions. Based in Fairhope, Alabama, Aptus Capital Advisors operates as a Registered Investment Advisor, emphasizing educational resources and proactive investment strategies.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
Company Profile Activity
Activity Insights
Aptus Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Aptus Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aptus Capital Advisors.
Aptus Capital Advisors Tech Stack
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Aptus Capital Advisors News & Media
Aptus Capital Advisors Expands Active, Options-Based ETF Lineup with the Launch of the Aptus Large Cap Upside ETF (Cboe: UPSD)
FAIRHOPE, Ala.--(BUSINESS WIRE)--Aptus Capital Advisors, LLC (Aptus) announces the launch of the Aptus Large Cap Equity Upside ETF (Cboe: UPSD), an actively managed ETF designed to offer U.S. equity investors enhanced return potential by layering additional return drivers over a low-volatility core large-cap portfolio. UPSD seeks greater-than-market upside during favorable conditions while managing downside exposure, aiming for a long-term risk profile similar to that of U.S. equities. This lauAptus Capital Advisors Announces Addition of Brian Jacobs, CFA, and Brett Bennett, CFA
FAIRHOPE, Ala.--(BUSINESS WIRE)--Aptus Capital Advisors (Aptus) is pleased to welcome Brett Bennett, CFA and Brian Jacobs, CFA to its investment team. These additions come during a period of growth for Aptus, alongside its acquisition of LibertyFi, a tech and operations consultancy for RIAs. Launched in 2013, Aptus aims to help advisors achieve better client outcomes by supporting their needs in portfolio design, due diligence and documentation, and client acquisition and messaging. The additioLibertyFi and Aptus Capital Advisors Merge to Create First-of-its-Kind Custom Asset Management Program
BIRMINGHAM, Ala. & FAIRHOPE, Ala.--(BUSINESS WIRE)--LibertyFi, a technology and operations consultancy focused on driving revenue and growth for RIAs, and Aptus Capital Advisors, a CIO support and OCIO practice, have merged to create a firm designed to build custom solutions for RIAs. The combined firm services over $20 billion in client assets today and will provide a turnkey solution allowing advisors to fully outsource tech, investment management, and operations while also delivering à la caAptus Capital Advisors Launches the Aptus Large Cap Enhanced Yield ETF (CBOE: DUBS) as Enhanced Yield Product Suite Crosses $500m in Assets
FAIRHOPE, Ala.--(BUSINESS WIRE)--Aptus Capital Advisors, LLC announces the launch of the Aptus Large Cap Enhanced Yield ETF (Cboe: DUBS), an actively-managed exchange-traded fund (ETF) combining US Large Cap equities with an equity options overlay designed to deliver large cap market beta with attractive, distributable income. The launch of DUBS marks the third strategy in the firm’s Enhanced Yield suite of actively-managed ETFs focused on providing attractive distributable income. In the past
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Aptus Capital Advisors offers a range of investment services including Active ETFs, Managed Portfolios, Custom Option Overlays, and Investment Support, all designed to enhance client outcomes. They focus on risk-managed strategies that help clients navigate market fluctuations effectively. Targeting wealth managers, the firm aims to minimize the ga... Read More
