Derek Hernquist
Aptus Capital Advisors · Charlotte, North Carolina
Derek Hernquist is a fee-only financial advisor at Aptus Capital Advisors in Charlotte, North Carolina. Aptus Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aptus Capital Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $14.14B across 12,707 accounts |
| SEC registration | Investment adviser representative in NC · CRD 2255879 |
| Exams passed | Series 63 (2014) · Series 65 (2018) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.aptuscapitaladvisors.com |
How Derek's firm compares
- Aptus Capital Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 12,707 accounts).
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Questions about Derek
Is Derek Hernquist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek 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 Derek charge for financial advice?
Derek's firm, Aptus Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Derek Hernquist based?
Derek Hernquist is based in Charlotte, North Carolina.
Is Derek Hernquist registered with the SEC?
Yes. Derek Hernquist is registered as an investment adviser representative in NC (CRD 2255879), 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 Derek Hernquist?
Through Derek's website, www.aptuscapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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