William
Graham

Aptus Capital Advisors, LLC

CRD#7362903
Investment Advisor
in Fairhope, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Graham is a financial advisor based in Fairhope, Alabama, working with Aptus Capital Advisors, LLC. William has previously held positions at Aptus Capital Advisors and Jear Logistics, LLC. William has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, William is part of Aptus Capital Advisors, LLC, which operates out of Fairhope, Alabama. The firm has 13 offices and 24 employees. The firm manages assets totaling $5.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. The fee structure at Aptus Capital Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

265 Young Street
Fairhope, AL 36532

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Aptus Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$5,285,077,689

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

24

AL Average: 52
Total Number of Accounts

7,056

AL Average: 1,560
Average Account Size

$749,019

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

William Graham Work History

2020 - Present (5 years)

Aptus Capital Advisors

2013 - 2020 (7 years)

Jear Logistics, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Graham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aptus Capital Advisors, LLC

William Gardner
Homewood, AL
Derek Hernquist
Charlotte, NC
David Wagner
Fairhope, AL
John Goldsberry
Fairhope, AL
James Yahoudy
Grapevine, TX
John Gardner
Fairhope, AL
William Graham
Fairhope, AL
Joseph King
Fairhope, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started