Member · Aptus Capital Advisors, LLC
William C. Gardner
CRD 7011229 · Named on Form ADV at one SEC-registered adviser
At a glance
Aptus Capital Advisors, LLC, an SEC-registered wealth manager based in Fairhope, AL with $14.1 billion in regulatory assets, lists William C. Gardner on its Form ADV as Member.
Firms and roles
- Aptus Capital Advisors, LLCMemberWealth manager · Fairhope, AL · $14B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brett M. WickmannChief Compliance Officer, Aptus Capital Advisors, LLC
- John D. GardnerFounder & Chief Investment Officer, Aptus Capital Advisors, LLC
- John W. GoldsberryManaging Member, Aptus Capital Advisors, LLC
- Beckham D. WyrickManaging Member, Aptus Capital Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.