John B Davenport
Investment adviser representative at Aptus Capital Advisors, LLC
15 yearsExperience
2 statesRegistered in
$14.1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Aptus Capital Advisors, LLCSep 2026 to now
- Three Crosses Distilling CompanyOct 2017 to now
- InvescoNov 2020 to Aug 2026
- Umb Distribution Services, LLCJun 2020 to Oct 2020
- Impact Consulting & Distribution, LLCApr 2020 to Oct 2020
- UnemployedJun 2019 to Mar 2020
- Invesco Advisers, Inc.Oct 2011 to May 2019
- Invesco Distributors, Inc.Oct 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (AL, VA).
Aptus Capital Advisors, LLC
$14.1BAssets managed
12,707Clients
21Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4641694
- Firm CRD
- 167626