APTUS FINANCIAL, LLC
  • APTUS FINANCIAL, LLC
  • APTUS FINANCIAL LLC
  • SC FINANCIAL CARE LLC
  • SC FINANCIAL
  • SARAH CATHERINE GUTIERREZ
  • EFFICIENT FINANCIAL, LLC
  • EFFICIENT FINANCIAL INVESTMENT ADVISING SERVICES

Adviser Profile

As of Date 09/15/2026
Registration SEC, Approved, 04/09/2021
Other registrations (1)
Contact Info 501 xxxxxxx
Websites
AUM* 10,336,461
of that, discretionary 10,336,461
Number of Employees 12
of those in investment advisory functions 11 10%
Private Fund GAV* 0
Avg Account Size 3,445,487
SMA’s Yes
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

Advisory Activities

- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

11M 9M 8M 6M 5M 3M 2M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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