Aptus Capital Advisors (“Aptus”) welcomes Joshua Lucas, Tom Winkler and John Davenport to key leadership roles as the firm scales its options-based ETF and custom overlay businesses.
Founded in 2013, Aptus supports advisors in portfolio design, due diligence and documentation, and client acquisition and messaging. The addition of LibertyFi in 2023 built on the firm’s ability to blend investment management, technology and operations into an integrated solution.
Joshua Lucas joins as Head of Digital Strategy. He was previously Chief Operating Officer at Scalio, a digital product studio that built custom software for clients including Google, Uber and Airbnb.
Tom Winkler, CIMA®, CETF® joins as Head of Wealth and Client Solutions. He brings a career spent helping professional allocators make portfolio decisions on behalf of their clients.
John Davenport, PhD, MBA joins as Head of Client Specialists, where he will lead the Aptus Consulting Team in helping advisors deliver the enhanced client experience we’ve supported for our wealth management partners.
“Our bread and butter is helping advisors improve outcomes for clients — through ownership of more growth assets, and through the communication that keeps clients confident in every kind of market,” said JD Gardner, Founder of Aptus Capital Advisors. “John and Tom know how to help advisors evaluate portfolio decisions and build durable processes for running an enterprise. Joshua brings digital expertise that can extend our reach and give advisors direct access to client acquisition and management tools. We’re thrilled to add experienced folks who understand the value of tech-empowered partners in doing daily work for advisors and their clients.”
For more information about Aptus Capital Advisors, please visit: https://aptuscapitaladvisors.com/
About Aptus Capital Advisors
Aptus Capital Advisors, an SEC-registered investment adviser, specializes in options-based ETFs and helps advisors grow and manage a confident client base. Its mission is to help independent wealth managers pursue better client outcomes, building on their financial planning with thoughtful portfolio design and clear communication. As of June 30, 2026, the firm managed $14.2 billion in total assets under management, including $6.6 billion in ETF assets.
Disclosures
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward-looking statements cannot be guaranteed.
This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment and tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.
The Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments and Wealth Institute demonstrates certification in portfolio construction, focusing on asset allocation, due diligence, risk measurement, investment policy, and performance measurement. Candidates for the program must complete an executive education program through an approved education provider, and successfully complete the certification exam. CIMA designees are required to complete 40 hours of continuing education every two years. The CETF® (Certified ETF Advisor) designation is issued by The ETF Institute. There are no prerequisites; requires passing an online examination on ETF topics, 15 hours of continuing education every two years and adhere to The ETF Institute’s code of ethics to remain in good standing.
Advisory services are offered through Aptus Capital Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about the adviser, including its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama. ACA-2408-35.
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