Mark Callahan
Aptus Capital Advisors · Fairhope, Alabama
Mark Callahan is a fee-only financial advisor at Aptus Capital Advisors in Fairhope, Alabama. 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 | Fairhope, Alabama |
| 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 AL, TX · CRD 4544576 |
| Exams passed | Series 66 (2002) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.aptuscapitaladvisors.com |
| Profile |
How Mark'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 Mark
Is Mark Callahan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark's firm, Aptus Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Callahan based?
Mark Callahan is based in Fairhope, Alabama.
Is Mark Callahan registered with the SEC?
Yes. Mark Callahan is registered as an investment adviser representative in AL and TX (CRD 4544576), 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 Mark Callahan?
Through Mark'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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