Beckham
Wyrick

Aptus Capital Advisors, LLC

CRD#6634175
Investment Advisor
in Fairhope, AL

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About this Advisor

Beckham Wyrick is a financial advisor who lives in Fairhope, Alabama. Currently a registered financial advisor at Aptus Capital Advisors, LLC, Wyrick has 10 years of experience as a financial advisor. Wyrick maintains a Series 65 license, qualifying them as an investment advisor representative. Wyrick is able to work with clients in Alabama. Throughout their career, Wyrick has worked at Fc Bayern Munich, Medi Bayreuth Basketball and Aptus Capital Advisors, LLC. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama, and operates out of four other locations across the country. In total, Aptus Capital Advisors, LLC oversees $1 billion in assets dispersed across 3,216 accounts and employs 24 staff members. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 2,930 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Aptus Capital Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

265 Young Street
Fairhope, AL 36532

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Aptus Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,425,800,431

AL Average: $1,620,585,161
Total Number of Employees

24

AL Average: 52
Total Number of Accounts

3,216

AL Average: 1,560
Average Account Size

$443,346

AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Beckham Wyrick Work History

Beckham has 10 years of experience.

2016 - Present (5 years)

Aptus Capital Advisors, LLC

2011 - 2015 (4 years)

Medi Bayreuth Basketball

2010 - 2011 (1 year)

Fc Bayern Munich

Disclosures

Beckham Wyrick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aptus Capital Advisors, LLC

Mark Callahan
Fairhope, AL
Brandon Fentress
Raleigh, NC
Beckham Wyrick
Fairhope, AL
Gregory Rhinehardt
Raleigh, NC
John Gardner
Fairhope, AL
Derek Hernquist
Charlotte, NC
Michael Hensley
Raleigh, NC
John Goldsberry
Fairhope, AL

This content was compiled from the SEC and FINRA.

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