Tuesday, October 27, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM $1.1B Georgia Team Leaves Raymond James for IndependenceIN Jailed Florida broker, facing sexual battery charge, ghosts FINRA.WM Why Access, Not Appetite, Is Holding Advisors Back in AlternativesIN Schwab IMPACT 2026 set to kick off in BostonWM 12 Investment Must Reads for This Week (Oct. 27, 2026)WM RIA Edge Podcast: Scaling RIAs While Preserving Advisor Control with Jim DicksonWSR Deals & Recruiting Roundup: Modern, Latigo, Janney, Ameriprise And MoreWSR SurgeONE.ai Adds Avery Actions To Compliance PlatformWT Jump’s CEO Shares How Advisors and AI Agents Divide Up the WorkIN Hedge funds belong at the core of portfolios, report reveals

Investment adviser representative · Aptus Capital Advisors, LLC

David W. Wagner III

CRD 6622950 · Fairhope, AL

At a glance

David W. Wagner III is an investment adviser representative with Aptus Capital Advisors, LLC in Fairhope, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2020, about 6 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

SEC adviser record

Registered since
2020 (6 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

David’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at Aptus Capital Advisors, LLC

Every advisor at Aptus Capital Advisors, LLC →Aptus Capital Advisors, LLC: assets, clients and custodians →Financial advisors in Fairhope, AL →Every Aptus Capital Advisors, LLC advisor in Fairhope →Advisor Moves: who changed firms this week →