Sponsor portfolio
APTUS CAPITAL ADVISORS
EIN 46-2433783investment managementLatest filing 2025
Plans
1
Retirement
1
$5.0M assets
Welfare
0
Participants
40
8 12 S BANCROFT STREET - FAIRHOPE, AL 36532251-517-7198aptuscapitaladvisors.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APTUS CAPITAL ADVISORS PLAN | 401k | $5.0M | 40 | 2025 |
Retirement plans