Jacob Marriott
Aptus Capital Advisors · Naples, Florida
Jacob Marriott is a fee-only financial advisor at Aptus Capital Advisors in Naples, Florida. 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 | Naples, Florida |
| 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 FL · CRD 7561361 |
| Exams passed | Series 66 (2022) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.aptuscapitaladvisors.com |
How Jacob'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 Jacob
Is Jacob Marriott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?
Jacob's firm, Aptus Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Marriott based?
Jacob Marriott is based in Naples, Florida.
Is Jacob Marriott registered with the SEC?
Yes. Jacob Marriott is registered as an investment adviser representative in FL (CRD 7561361), 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 Jacob Marriott?
Through Jacob'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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