MM
Matthew Mcgowan
APTUS CAPITAL ADVISORS
St. Petersburg, FL
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CRD#: 6475116
MM
Professional summary
Matthew Mcgowan is a registered financial advisor currently at APTUS CAPITAL ADVISORS, LLC located in St. Petersburg, Florida and QUASAR DISTRIBUTORS, LLC located in Portland, Maine.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Aptus Capital Advisors, LLC; Investment Related; St Petersburg, FL; Began 03/01/2022; Investments and Financial Services; Senior Advisor Consultant; Work with financial advisors to understand Aptus Capital Advisors investment philosophy and business services.; 160 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Mcgowan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 26, 2025 - Present
APTUS CAPITAL ADVISORS, LLC
RIA
CRD#: 167626
St. Petersburg, FL
Current
March 3, 2022 - Present
QUASAR DISTRIBUTORS, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101BD
CRD#: 103848
Portland, ME
Past
January 11, 2016 - March 12, 2020
SEI INVESTMENTS MANAGEMENT CORP
RIA
CRD#: 105146
OAKS, PA
Past
July 6, 2015 - March 12, 2020
SEI INVESTMENTS DISTRIBUTION CO.
BD
CRD#: 10690
OAKS, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
APTUS CAPITAL ADVISORS, LLC
APTUS CAPITAL ADVISORS, LLC | WILLIAMS FINANCIAL GROUP, LLC | GUARDIAN WEALTH PARTNERS, LLC | BLUE LINE INVESTING, LLC
CRD#: 167626 / SEC#: 801-107723
RIA
Registered Investment Advisory firm - (5/16/2016 Approved)North Carolina
Registered Investment Advisory firm - (10/23/2015 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/3/2022)
IAR
Alabama(9/26/2025)
RR
Alaska(3/3/2022)
RR
Arizona(3/3/2022)
RR
Arkansas(3/3/2022)
RR
California(3/3/2022)
RR
Colorado(3/3/2022)
RR
Connecticut(3/3/2022)
RR
Delaware(3/3/2022)
RR
District of Columbia(3/3/2022)
RR
Florida(3/3/2022)
IAR
Florida(10/29/2025)
RR
Georgia(3/3/2022)
RR
Hawaii(3/3/2022)
RR
Idaho(3/3/2022)
RR
Illinois(3/3/2022)
RR
Indiana(3/3/2022)
RR
Iowa(3/3/2022)
RR
Kansas(3/3/2022)
RR
Kentucky(3/3/2022)
RR
Louisiana(3/3/2022)
RR
Maine(3/3/2022)
RR
Maryland(3/3/2022)
RR
Massachusetts(3/3/2022)
RR
Michigan(3/3/2022)
RR
Minnesota(3/3/2022)
RR
Mississippi(3/3/2022)
RR
Missouri(3/3/2022)
RR
Montana(3/3/2022)
RR
Nebraska(3/3/2022)
RR
Nevada(3/3/2022)
RR
New Hampshire(3/3/2022)
RR
New Jersey(3/3/2022)
RR
New Mexico(3/3/2022)
RR
New York(3/3/2022)
RR
North Carolina(3/3/2022)
RR
North Dakota(3/3/2022)
RR
Ohio(3/3/2022)
RR
Oklahoma(3/3/2022)
RR
Oregon(3/3/2022)
RR
Pennsylvania(3/3/2022)
RR
Puerto Rico(3/3/2022)
RR
Rhode Island(3/3/2022)
RR
South Carolina(3/3/2022)
RR
South Dakota(3/3/2022)
RR
Tennessee(3/3/2022)
RR
Texas(3/3/2022)
RR
Utah(3/3/2022)
RR
Vermont(3/3/2022)
RR
Virgin Islands(3/3/2022)
RR
Virginia(3/3/2022)
RR
Washington(3/3/2022)
RR
West Virginia(3/3/2022)
RR
Wisconsin(3/3/2022)
RR
Wyoming(3/3/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AC
APTUS CAPITAL ADVISORS, LLC
APTUS CAPITAL ADVISORS, LLC | WILLIAMS FINANCIAL GROUP, LLC | GUARDIAN WEALTH PARTNERS, LLC | BLUE LINE INVESTING, LLC
CRD#: 167626 / SEC#: 801-107723
RIA
Registered Investment Advisory firm - (5/16/2016 Approved)North Carolina
Registered Investment Advisory firm - (10/23/2015 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
314 Magnolia Avenue Suite 200, Fairhope, AL 36532
Mailing Address
Phone number
(251) 517-7198
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,347 |
| AUM (Assets Under Management) | $ 9,856,216,354 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
