James Gerald Yahoudy
Investment adviser representative at Aptus Capital Advisors, LLC
13 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
13 years in the industry.
- Quasar Distributors, LLCOct 2025 to now
- Aptus Capital Advisors, LLCOct 2020 to now
- TD AmeritradeApr 2013 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
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
- 5800778
- Firm CRD
- 167626