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Joseph Robert King

Investment adviser representative at Aptus Capital Advisors, LLC
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Aptus Capital Advisors, LLCJan 2021 to now
  2. Red HatJul 2016 to Dec 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (AL).

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
7358874
Firm CRD
167626
Advisor's SEC record (opens in a new tab)
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