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John William Goldsberry

APTUS CAPITAL ADVISORS, LLC·FAIRHOPE, Alabama
Unclaimed Profile
265 YOUNG STREET, FAIRHOPE, AL 36532CRD# 6397987Firm CRD# 167626
01

About

John William Goldsberry is a registered financial advisor based in FAIRHOPE, Alabama, affiliated with APTUS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
APTUS CAPITAL ADVISORS, LLC
APTUS CAPITAL ADVISORS, LLC
AUM
$5.3B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at APTUS CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6397987
Firm CRD# 167626
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John William Goldsberry offer?
John William Goldsberry specializes in Financial Planning, Investment Management. Contact their office in FAIRHOPE, Alabama for a consultation.
What are John William Goldsberry's credentials?
John William Goldsberry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John William Goldsberry located?
John William Goldsberry is based in FAIRHOPE, Alabama, working with APTUS CAPITAL ADVISORS, LLC. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does John William Goldsberry charge for services?
John William Goldsberry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APTUS CAPITAL ADVISORS, LLC?
APTUS CAPITAL ADVISORS, LLC has approximately 24 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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