Investment adviser · CRD 280033
APTUS FINANCIAL, LLC
Investment adviser filing (IA)
APTUS FINANCIAL LLC
· Form ADV filed Sep 15, 2026
- Employees
- 12 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 15, 2026. View historical filings
Reported services
Financial planning · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Fixed
Principal office
CRD 280033
Filing source
Form ADV 2132750 · Sep 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.