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William Carroll Gardner

APTUS CAPITAL ADVISORS, LLC·FAIRHOPE, Alabama
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265 YOUNG STREET, FAIRHOPE, AL 36532CRD# 7011229Firm CRD# 167626
01

About

William Carroll Gardner 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# 7011229
Firm CRD# 167626
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Carroll Gardner offer?
William Carroll Gardner specializes in Financial Planning, Investment Management. Contact their office in FAIRHOPE, Alabama for a consultation.
What are William Carroll Gardner's credentials?
William Carroll Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Carroll Gardner located?
William Carroll Gardner 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 William Carroll Gardner charge for services?
William Carroll Gardner'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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