# Brian Jacobs

> Brian Jacobs is a fee-only financial advisor at Aptus Capital Advisors in Piedmont, California, who holds the CFA credential. Aptus Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-jacobs/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Aptus Capital Advisors
- **Based in:** Piedmont, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $14.14B across 12,707 accounts
- **Credentials:** CFA
- **CRD:** 3202507 (https://adviserinfo.sec.gov/individual/summary/3202507)
- **SEC registration:** Investment adviser representative in AL, CA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 40 employees
- **Disclosures:** None reported
- **Website:** http://www.aptuscapitaladvisors.com

## Frequently asked questions

### Is Brian Jacobs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Aptus Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Aptus Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brian Jacobs based?

Brian Jacobs is based in Piedmont, California.

### What credentials does Brian Jacobs hold?

Brian Jacobs holds the CFA credential.

### Is Brian Jacobs registered with the SEC?

Yes. Brian Jacobs is registered as an investment adviser representative in AL and CA (CRD 3202507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aptus Capital Advisors manage?

Aptus Capital Advisors reports $14.14B across 12,707 accounts in assets under management.

### How do I contact Brian Jacobs?

Through Brian's website, www.aptuscapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3202507): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.