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.
SEC-registered adviser
Apricus Wealth LLC
Latest filing Feb 20, 2026
First filing on the tape Mar 17, 2022 · 9 filings
SEC status approved since Apr 19, 2022
RAUM
$336M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$336M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$83.9M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$336M as of Feb 20, 2026
Mar 8, 2023$167M then
HNW client RAUM$331M as of Feb 20, 2026
Mar 8, 2023$164M then
State-registered IARs (5.B.3)4 as of Feb 20, 2026
Mar 8, 20233 then
Employees (5.A)6 as of Feb 20, 2026
Mar 8, 20236 then
Private funds: no history
RAUM +23% over the last fiscal year+26% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Feb 20, 2026; every figure names its basis
- RAUM per advisor
- $83.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.2MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 0.8derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +16%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $82.2M, 20 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$331M99%
- Individuals$4.2M1.3%
- Individual clients
- 21reported
- HNW clients
- 79reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 255reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $82.2M for 20 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joseph J CostiganChartered Financial Analyst | Beaufort, Sc | Feb 4, 2020 | 26 y | 2 |
| Ernest E. CeciliaChartered Financial Analyst | Beaufort, Sc | Mar 8, 2023 | 28 y | 1 |
| Ruston Jay WolfeCertified Financial Planner | Beaufort, Sc | Oct 10, 2023 | 15 y | 0 |
| James Edward Gibson | Newtown Square, Pa | Jan 9, 2024 | 30 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- James Edward Gibson from Bb&T Securities, LLCJan 9, 2024 · Affiliated broker-dealer or bank to independent RIA
- Ernest E. Cecilia from Davidson Capital ManagementMar 8, 2023 · Other
- Joseph J Costigan from Verity Investment PartnersFeb 4, 2020 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J Joseph Costigan · Founder, President & Ccocontrolsince 10/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Beaufort, Sc · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 224 to 255Feb 6, 2025 to Feb 20, 2026
- HNW clients · 68 to 79Feb 6, 2025 to Feb 20, 2026
- Individual clients · 18 to 21Feb 6, 2025 to Feb 20, 2026
- Assets in custody · $50.5M to $82.2MFeb 6, 2025 to Feb 20, 2026
- Discretionary RAUM · $272M to $336MFeb 6, 2025 to Feb 20, 2026
- HNW RAUM · $269M to $331MFeb 6, 2025 to Feb 20, 2026
- Individual RAUM · $3.6M to $4.2MFeb 6, 2025 to Feb 20, 2026
- RAUM · $272M to $336MFeb 6, 2025 to Feb 20, 2026
- Accounts · 179 to 224May 30, 2024 to Feb 6, 2025
- HNW clients · 58 to 68May 30, 2024 to Feb 6, 2025
- Individual clients · 14 to 18May 30, 2024 to Feb 6, 2025
- Financial planning clients · 51-100 to 11-25May 30, 2024 to Feb 6, 2025
- Other offices · 0 to 4May 30, 2024 to Feb 6, 2025
- Discretionary RAUM · $227M to $272MMay 30, 2024 to Feb 6, 2025
- HNW RAUM · $224M to $269MMay 30, 2024 to Feb 6, 2025
- Individual RAUM · $3.0M to $3.6MMay 30, 2024 to Feb 6, 2025
- RAUM · $227M to $272MMay 30, 2024 to Feb 6, 2025
- Accounts · 135 to 179Aug 16, 2023 to Mar 12, 2024
- Advisory employees · 3 to 4Aug 16, 2023 to Mar 12, 2024
- HNW clients · 45 to 58Aug 16, 2023 to Mar 12, 2024
- Individual clients · 8 to 14Aug 16, 2023 to Mar 12, 2024
- Assets in custody · unset to 50520933.0Aug 16, 2023 to Mar 12, 2024
- Custody of client assets · false to trueAug 16, 2023 to Mar 12, 2024
- Employees · 5 to 6Aug 16, 2023 to Mar 12, 2024
- Financial planning clients · 26-50 to 51-100Aug 16, 2023 to Mar 12, 2024
- State-registered IARs · 3 to 4Aug 16, 2023 to Mar 12, 2024
- Other offices · 1 to 0Aug 16, 2023 to Mar 12, 2024
- Discretionary RAUM · $167M to $227MAug 16, 2023 to Mar 12, 2024
- HNW RAUM · $164M to $224MAug 16, 2023 to Mar 12, 2024
- Individual RAUM · $3.7M to $3.0MAug 16, 2023 to Mar 12, 2024
- RAUM · $167M to $227MAug 16, 2023 to Mar 12, 2024
- Employees · 6 to 5Mar 8, 2023 to Apr 26, 2023
- Accounts · 99 to 135Mar 17, 2022 to Mar 8, 2023
- Advisory employees · 2 to 3Mar 17, 2022 to Mar 8, 2023
- HNW clients · 37 to 45Mar 17, 2022 to Mar 8, 2023
- Individual clients · unset to 8.0Mar 17, 2022 to Mar 8, 2023
- Employees · 3 to 6Mar 17, 2022 to Mar 8, 2023
- Financial planning clients · 11-25 to 26-50Mar 17, 2022 to Mar 8, 2023
- State-registered IARs · 2 to 3Mar 17, 2022 to Mar 8, 2023
- Discretionary RAUM · $167M to $167MMar 17, 2022 to Mar 8, 2023
Signals
1 dated events
- Apricus Wealth Llc filed its initial SEC registration (Form ADV)Mar 17, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- contact@apricuswealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 833-937-5433reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- apricuswealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-329-4899reportedpublic record, Form ADV, Feb 20, 2026
- Contact form
- apricuswealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- apricuswealth.com/home/peoplereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $83.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026