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William Herbert Graham

Aptus Capital Advisors, LLC

Fairhope, AL

CRD 7362903

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Employer firm

Aptus Capital Advisors, LLC CRD 167626

$14.1B regulatory AUM 33 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Aptus Capital Advisors, Llc

314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-04-18
  • AL RA
    APPROVED
    Since 2022-04-18

Branch Locations

314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aptus Capital Advisors Fairhope AL 09/2020 Present
Jear Logistics, Llc Charleston SC 10/2013 07/2020
  • 09/2020 → Present
    Aptus Capital Advisors
    Fairhope, AL
  • 10/2013 → 07/2020
    Jear Logistics, Llc
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-18
  • S65 Uniform Investment Adviser Law Examination
    2022-04-18
Other Names
  • William Herbert Graham Iii

View on SEC IAPD

Nearby Firms

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Nearby Investors

GEOFFREY FORD KENNEDY
DOUGLAS FORD KENNEDY
Tenzin Phuntsok

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · FAIRHOPE, AL
NAVIANT PARTNERS, LLC · FAIRHOPE, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairhope, AL

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