Mark
Callahan

Aptus Capital Advisors, LLC

CRD#4544576
Investment Advisor
in Fairhope, AL

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About this Advisor

Mark Callahan is a financial advisor working in Fairhope, Alabama, who has been in the advisory business for 10 years. Callahan is an advisor for Aptus Capital Advisors, LLC. During their career, the advisor has held roles at Capital Institutional Services, Inc, Esposito Securities, LLC and Aptus Capital Advisors, LLC. Callahan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Aptus Capital Advisors, LLC is a financial advisory company that has its headquarters in Fairhope, Alabama. The investment advisory business has offices in four locations and a total of 24 employees. It administers $1 billion in assets between its 3,216 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 3,216 accounts, 16% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers a diverse array 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. Financial management fee schedules typically depend on which services the firm provides the client. Fees billed by Aptus Capital Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

Mark Callahan Work History

Mark has 10 years of experience.

2019 - Present (2 years)

Aptus Capital Advisors, LLC

2016 - 2018 (2 years)

Esposito Securities, LLC

2010 - 2016 (6 years)

Capital Institutional Services, Inc

Disclosures

Mark Callahan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aptus Capital Advisors, LLC

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

This content was compiled from the SEC and FINRA.

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