DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jacob Martin Marriott

Aptus Capital Advisors, LLCindependent RIAFairhope, Al IA-onlyIAPD 7561361

Feed of 09/14/2026

At current firm

1 y

since Feb 24, 2025

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Aptus Capital Advisors, LLC independent RIA current
since Feb 24, 2025 · Naples, Fl
First Trust Advisors LP asset manager
Dec 3, 2024 to Feb 12, 2025 · Wheaton, Il
First Trust Investment Solutions L.P. former
Oct 9, 2023 to Dec 20, 2024 · Naples, Fl
Gyroscope Capital Management Group LLC former
Jul 20, 2023 to Dec 7, 2023 · Naples, Fl
Hightower Advisors, LLC BD affiliated
Aug 8, 2022 to May 18, 2023 · Naples, Fl

Moves

a registration end followed by a registration begin elsewhere

First Trust Advisors LP to Aptus Capital Advisors, LLC
left Feb 12, 2025, registered Feb 24, 2025 (12 days) · Other
First Trust Investment Solutions L.P. to First Trust Advisors LP
left Dec 20, 2024, registered Dec 3, 2024 (-17 days) · channel change inside one enterprise, not a move · moved with a team
Gyroscope Capital Management Group LLC to First Trust Investment Solutions L.P.
left Dec 7, 2023, registered Oct 9, 2023 (-59 days) · RIA to RIA · moved with a team
Hightower Advisors, LLC to Gyroscope Capital Management Group LLC
left May 18, 2023, registered Jul 20, 2023 (63 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Jacob Martin Marriott left First Trust Advisors Lp for Aptus Capital Advisors, Llc (registered 2025-02-24)
Feb 12, 2025 · Advisor changed firm · fact
Jacob Martin Marriott left Gyroscope Capital Management Group Llc for First Trust Investment Solutions L.P. (registered 2023-10-09)
Dec 7, 2023 · Advisor changed firm · fact
Jacob Martin Marriott left Hightower Advisors, Llc for Gyroscope Capital Management Group Llc (registered 2023-07-20)
May 18, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address