APRICUS WEALTH LLC

RIASEC RegisteredEst. 2022
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$1.3M
Accounts
255
Employees
6
Advisory reps
4

Firm details

Headquarters
Beaufort, South Carolina
CRD number
306239
Registered since
April 19, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.74%
  • Individuals1.26%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Apricus Wealth LLC is an independent registered investment adviser that focuses on fee-based wealth management for individuals and families. The firm offers financial planning and discretionary portfolio management tailored to private clients and small business owners, with a stated preference for equity investments and exchange-traded securities. Apricus Wealth structures its advice around a percentage-of-AUM fee model and reports operating as a single-owner LLC since its SEC registration in 2022. Investment activity is concentrated in liquid public markets but uses third-party alternative managers where appropriate. The firm does not flag itself as an active ESG investor or pension consultant and serves a client base made up largely of high-net-worth individuals and family relationships. Custody is centralized at a major custodial partner, supporting a consolidated discretionary advising model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, US Government Bonds 23%, State & Local Bonds 4%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%63%
  • Exchange Traded Equities63%
  • US Government Bonds23%
  • State & Local Bonds4%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%

Contacts

3 of 4
  • JAMES GIBSON

    ConsultantCRD 2682807

  • ERNEST CECILIA

    Investment AdvisorCRD 4345960

  • JOSEPH COSTIGAN

    FounderCRD 4577597

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$5.9M in ETFs

Passive

99%

$5.9M

Active

1%

$35.4K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$768K3,91212.99%

Location

Primary office

Beaufort, SC

BEAUFORT

Location

Beaufort, SC

Headquartered in Beaufort, SC, in the South of the United States.

Region
South
County
BEAUFORT
Address
2015 Boundary St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth