William Graham
Aptus Capital Advisors · Fairhope, Alabama
William Graham 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 · CRD 7362903 |
| Exams passed | Series 65 (2022) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.aptuscapitaladvisors.com |
How William'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 William
Is William Graham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Aptus Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Graham based?
William Graham is based in Fairhope, Alabama.
Is William Graham registered with the SEC?
Yes. William Graham is registered as an investment adviser representative in AL (CRD 7362903), 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 William Graham?
Through William'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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