John
Goldsberry

Aptus Capital Advisors, LLC

CRD#6397987
Investment Advisor
in Fairhope, AL

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About this Advisor

John Goldsberry is a financial advisor who works out of Fairhope, Alabama, who has been in the industry for 12 years. Goldsberry is currently employed by Aptus Capital Advisors, LLC. Throughout their career, they have worked at Brose and Aptus Capital Advisors, LLC. Goldsberry maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Alabama. Aptus Capital Advisors, LLC is a registered investment firm that has its headquarters in Fairhope, Alabama. It has offices in four locations and a total of 24 employees. It manages $1 billion in assets among its 3,216 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 3,216 accounts, 16% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Aptus Capital Advisors, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

12 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

John Goldsberry Work History

John has 12 years of experience.

2014 - Present (7 years)

Aptus Capital Advisors, LLC

2008 - 2014 (6 years)

Brose

Disclosures

John Goldsberry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aptus Capital Advisors, LLC

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

This content was compiled from the SEC and FINRA.

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