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
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
Aptus Capital Advisors Org Chart
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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
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
Aptus Capital Advisors Tech Stack
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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
