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Aptus Capital Advisors LLC

Details

Name: Aptus Capital Advisors LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 02 Apr 2013 (12 years ago) (Companies founded in April 2013)
Entity Number: 000-277-344
Register Number: 000277344
ZIP code: 36532 (Companies in Baldwin, 36532)
County: Baldwin
Place of Formation: Baldwin County
Registered Office Street Address: 407 JOHNSON AVENUEFAIRHOPE, AL 36532

Activities ENGAGE IN FINANCIAL ADVISING

Central Index Key

CIK number Mailing Address Business Address Phone
1664193 265 YOUNG STREET, FAIRHOPE, AL, 36532 265 YOUNG STREET, FAIRHOPE, AL, 36532 (251) 517-7198

Filings since 2024-07-31

Form type 13F-HR
File number 028-19129
Filing date 2024-07-31
Reporting date 2024-06-30
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Filings since 2024-05-15

Form type 13F-HR
File number 028-19129
Filing date 2024-05-15
Reporting date 2024-03-31
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Filings since 2024-02-13

Form type 13F-HR
File number 028-19129
Filing date 2024-02-13
Reporting date 2023-12-31
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Filings since 2023-11-08

Form type 13F-HR
File number 028-19129
Filing date 2023-11-08
Reporting date 2023-09-30
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Filings since 2023-08-11

Form type 13F-HR
File number 028-19129
Filing date 2023-08-11
Reporting date 2023-06-30
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Filings since 2023-05-09

Form type 13F-HR
File number 028-19129
Filing date 2023-05-09
Reporting date 2023-03-31
File View File

Filings since 2023-02-13

Form type 13F-HR
File number 028-19129
Filing date 2023-02-13
Reporting date 2022-12-31
File View File

Filings since 2022-11-02

Form type 13F-HR
File number 028-19129
Filing date 2022-11-02
Reporting date 2022-09-30
File View File

Filings since 2022-07-29

Form type 13F-HR
File number 028-19129
Filing date 2022-07-29
Reporting date 2022-06-30
File View File

Filings since 2022-06-30

Form type 40-APP
File number 812-15363-01
Filing date 2022-06-30
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Filings since 2022-05-04

Form type 13F-HR
File number 028-19129
Filing date 2022-05-04
Reporting date 2022-03-31
File View File

Filings since 2022-02-02

Form type 13F-HR
File number 028-19129
Filing date 2022-02-02
Reporting date 2021-12-31
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Filings since 2021-10-27

Form type 13F-HR
File number 028-19129
Filing date 2021-10-27
Reporting date 2021-09-30
File View File

Filings since 2021-07-27

Form type 13F-HR
File number 028-19129
Filing date 2021-07-27
Reporting date 2021-06-30
File View File

Filings since 2021-05-06

Form type 13F-HR
File number 028-19129
Filing date 2021-05-06
Reporting date 2021-03-31
File View File

Filings since 2021-02-10

Form type 13F-HR
File number 028-19129
Filing date 2021-02-10
Reporting date 2020-12-31
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Filings since 2020-10-19

Form type 13F-HR
File number 028-19129
Filing date 2020-10-19
Reporting date 2020-09-30
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Filings since 2020-07-22

Form type 13F-HR
File number 028-19129
Filing date 2020-07-22
Reporting date 2020-06-30
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Filings since 2020-05-07

Form type 13F-HR
File number 028-19129
Filing date 2020-05-07
Reporting date 2020-03-31
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Filings since 2020-02-10

Form type 13F-HR
File number 028-19129
Filing date 2020-02-10
Reporting date 2019-12-31
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Filings since 2019-11-14

Form type 13F-HR/A
File number 028-19129
Filing date 2019-11-14
Reporting date 2019-09-30
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Filings since 2019-11-12

Form type 13F-HR
File number 028-19129
Filing date 2019-11-12
Reporting date 2019-09-30
File View File

Filings since 2019-08-13

Form type 13F-HR
File number 028-19129
Filing date 2019-08-13
Reporting date 2019-06-30
File View File

Filings since 2019-05-15

Form type 13F-HR
File number 028-19129
Filing date 2019-05-15
Reporting date 2019-03-31
File View File

Filings since 2019-02-12

Form type 13F-HR
File number 028-19129
Filing date 2019-02-12
Reporting date 2018-12-31
File View File

Filings since 2018-11-05

Form type APP ORDR
File number 812-14880
Filing date 2018-11-05
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Filings since 2018-11-05

Form type APP NTC
File number 812-14880
Filing date 2018-11-05
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Filings since 2018-02-26

Form type 40-APP
File number 812-14880
Filing date 2018-02-26
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Filings since 2016-05-10

Form type APP ORDR
File number 812-14604
Filing date 2016-05-10
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Filings since 2016-04-13

Form type APP NTC
File number 812-14604
Filing date 2016-04-13
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Filings since 2016-03-23

Form type 40-APP/A
File number 812-14604
Filing date 2016-03-23
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Filings since 2016-01-20

Form type 40-APP
File number 812-14604
Filing date 2016-01-20
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Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
254900AOFKJHRF4U5403 000-277-344 US-AL GENERAL ACTIVE 2013-04-02

Addresses

Legal C/O GARDNER, JOHN DAVID, 407 JOHNSON AVENUE, FAIRHOPE, US-AL, US, 36532
Headquarters 265 Young Street, Fairhope, US-AL, US, 36532

Registration details

Registration Date 2022-04-25
Last Update 2024-03-28
Status ISSUED
Next Renewal 2025-04-25
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As 000-277-344

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
APTUS CAPITAL ADVISORS PLAN 2023 462433783 2024-07-26 APTUS CAPITAL ADVISORS 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-05-01
Business code 541600
Sponsor’s telephone number 2515177198
Plan sponsor’s address 8 12 S BANCROFT STREET, FAIRHOPE, AL, 36532

Signature of

Role Plan administrator
Date 2024-07-26
Name of individual signing JOHN GOLDSBERRY
APTUS CAPITAL ADVISORS PLAN 2022 462433783 2023-06-23 APTUS CAPITAL ADVISORS 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-05-01
Business code 541600
Sponsor’s telephone number 2515177198
Plan sponsor’s address 8 12 S BANCROFT STREET, FAIRHOPE, AL, 36532

Signature of

Role Plan administrator
Date 2023-06-23
Name of individual signing JOHN GOLDSBERRY
APTUS CAPITAL ADVISORS PLAN 2021 462433783 2022-07-12 APTUS CAPITAL ADVISORS 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-05-01
Business code 541600
Sponsor’s telephone number 2515177198
Plan sponsor’s address 8 12 S BANCROFT STREET, FAIRHOPE, AL, 36532

Signature of

Role Plan administrator
Date 2022-07-12
Name of individual signing APTUS CAPITAL ADVISORS
APTUS CAPITAL ADVISORS PLAN 2020 462433783 2021-06-25 APTUS CAPITAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-05-01
Business code 541600
Sponsor’s telephone number 2515177198
Plan sponsor’s address 8 12 S BANCROFT STREET, FAIRHOPE, AL, 36532

Signature of

Role Plan administrator
Date 2021-06-25
Name of individual signing JOHN GOLDSBERRY
APTUS CAPITAL ADVISORS PLAN 2019 462433783 2020-06-23 APTUS CAPITAL ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-05-01
Business code 541600
Sponsor’s telephone number 2515177198
Plan sponsor’s address 8 12 S BANCROFT STREET, FAIRHOPE, AL, 36532

Signature of

Role Plan administrator
Date 2020-06-23
Name of individual signing APTUS CAPITAL ADVISORS
APTUS CAPITAL ADVISORS PLAN 2018 462433783 2019-07-01 APTUS CAPITAL ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-05-01
Business code 541600
Sponsor’s telephone number 2515177198
Plan sponsor’s address 8 12 S BANCROFT STREET, FAIRHOPE, AL, 36532

Signature of

Role Plan administrator
Date 2019-07-01
Name of individual signing JOHN GOLDSBERRY
APTUS CAPITAL ADVISORS PLAN 2017 462433783 2018-07-06 APTUS CAPITAL ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-05-01
Business code 541600
Sponsor’s telephone number 2515177198
Plan sponsor’s address 258 BLUE ISLAND, FAIRHOPE, AL, 36532

Signature of

Role Plan administrator
Date 2018-07-06
Name of individual signing JOHN GOLDSBERRY
APTUS CAPITAL ADVISORS PLAN 2016 462433783 2017-07-12 APTUS CAPITAL ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-05-01
Business code 541600
Sponsor’s telephone number 2515177198
Plan sponsor’s address 258 BLUE ISLAND, FAIRHOPE, AL, 36532

Signature of

Role Plan administrator
Date 2017-07-12
Name of individual signing PLAN SPONSOR

Agent

Name Role Address
GARDNER, JOHN DAVID Agent 507 PATLYNN DRIVEFAIRHOPE, AL 36532

Member

Name Role
APTUS HOLDINGS LLC Member

Organizer

Name Role Address
GARDNER, JOHN DAVID Organizer 507 PATLYNN DRIVEFAIRHOPE, AL 36532

Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State