Tenzin Phuntsok
Investment adviser representative at Aptus Capital Advisors, LLC
13 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
13 years in the industry.
- Aptus Capital Advisors, LLCJan 2025 to now
- First Trust Advisors L.P.Oct 2024 to Jan 2025
- First Trust Portfolios L.P.Oct 2024 to Jan 2025
- First Trust Investment Solutions LPOct 2023 to Oct 2024
- Gyroscope Capital Management Group, LLCApr 2023 to Sep 2023
- UnemployedOct 2022 to Mar 2023
- AmazonJun 2021 to Oct 2022
- Macquarie GroupJun 2020 to Aug 2020
- SontousaMay 2019 to Aug 2019
- Minnesota Department of AgricultureJun 2018 to Aug 2018
- Pennsylvania State UniversityAug 2017 to Oct 2022
- B2 BluefinFeb 2017 to Aug 2017
- Harriton High SchoolMay 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7734669
- Firm CRD
- 167626