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- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- DeltaAtlas +more
- Established Date
- 07-08-2013
- Office Locations
- 9
Office Locations
About Aptus Capital Advisors, LLC
Aptus Capital Advisors supports wealth managers with risk-managed investment solutions built to help clients stay invested through market cycles. The firm offers active ETFs, managed portfolios, and custom option-overlay strategies (including protective collars) focused on downside hedging, tax efficiency, and strategic diversification. Partners also get investment support such as custom portfolio design and reviews, plus ongoing monthly/quarterly reports and equity research.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DAVID GARDNER
Chief Investment Officer, FOUNDER, Managing Member
- CRD
- #5821010
- Ownership
- Less than 5%
JOHN WILLIAM GOLDSBERRY
Managing Member
- CRD
- #6397987
- Ownership
- Less than 5%
Legacy eagle
Vector foundation
- CRD
- #74000
- Ownership
- 9.0%
Showing 2 of 4 owners & executives
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MARK ALAN CALLAHAN
Head of Trading, Portfolio Manager
- CRD
- #4544576
WILLIAM CARROLL GARDNER
Advisor
- CRD
- #7011229
Legacy meridian
Radial value
- CRD
- #67119
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,760,430,801 | $1,138,105 |
| Non-Discretionary | $1,381,126,518 | $923,830 |
| Total | $14,141,557,319 | $1,112,895 |
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Separately Managed Accounts
Total SMA Asset: $10,714,593,055
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,823,212,549 | 25.8% |
| Equity - Exchange | $318,002,189 | 4.5% |
| Cash | $939,873,136 | 13.3% |
| Corporate - Investment Grade | $664,271,239 | 9.4% |
| Other | $1,738,411,966 | 24.6% |
| U.S. Government/Agency | $1,582,944,229 | 22.4% |
| Total | $7,066,715,308 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX ELEMENT | BEACON OPTIMA | Y1FMMU0IK | BIN | 2.25% | $56,772,359 |
| ZENITH ATLAS | PIONEER PATHWAY | Z9BWRMT2C | SRNN | 2.41% | $92,552,980 |
| BRIDGE RADIAL | VALUE OPTIMA | B32IKTMAA | LSWO | 5.56% | $80,944,142 |
| BRIDGE BRIDGE RADIAL | BRIDGE MOMENTUM | OM83JGRY9 | WETBB | 1.66% | $46,666,099 |
| LEGACY ALPHA INSIGHT | EAGLE QUANTUM | BB7BNKNQC | PAJW | 12.20% | $100,169,017 |
| WAVE RIDGE INSIGHT | ZENITH RADIAL | NZGJUSPA6 | SQOE | 3.00% | $4,811,137 |
| CATALYST SIGNAL FOCUS | INSIGHT EMBER | U5862FP0R | NAAW | 12.03% | $72,953,375 |
| WAVE HORIZON | RIDGE SUMMIT | GR3CRB384 | JXWJ | 3.08% | $111,813,961 |