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- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 30, 2025 and July 22, 2026, reported AUM increased 43.5%, from $9.9B to $14.1B.
Across 5 reported observations, AUM increased 256.3% between November 22, 2022 and July 22, 2026, from $4.0B to $14.1B.
Of the latest reported AUM, 90.2% is discretionary and 9.8% is non-discretionary.
The firm reports 26 advisory representatives and 12,740 clients, or 490 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 9 reported office locations and 13 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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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%
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
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
SMA allocation detail is available
Aptus Capital Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aptus Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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