APRICUS WEALTH LLC
Firm details
- Headquarters
- Beaufort, South Carolina
- CRD number
- 306239
- Registered since
- April 19, 2022
- Website
- www.apricuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.74%
- Individuals1.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds23%
- State & Local Bonds4%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Contacts
3 of 4JAMES GIBSON
ConsultantCRD 2682807
ERNEST CECILIA
Investment AdvisorCRD 4345960
JOSEPH COSTIGAN
FounderCRD 4577597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$5.9M in ETFs
99%
$5.9M
1%
$35.4K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $768K | 3,912 | 12.99% |
Location
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
Similar firms
VERITY INVESTMENT PARTNERS
RIABeaufort, SC
CORE ADVISORY GROUP
RIAROCK HILL, SC
CATAWBA RIVER CAPITAL
RIALAKE WYLIE, SC
ALTRIARCH ASSET MANAGEMENT, LLC
RIACHARLESTON, SC
NICHOLSON WEALTH MANAGEMENT GROUP
RIACHARLESTON, SC
NORRIS FINANCIAL GROUP, LLC
RIAGREENVILLE, SC