SourcingSourcing

APRICUS WEALTH LLC

C33
CRD 306239·SEC 801-123731·BEAUFORT, SC
AUM
$335.7M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
APRICUS WEALTH LLC
CRD
306239
SEC file #
801-123731
EIN
611947713
DBA names
—

Economics

AUM
$335.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$167.5M → $335.7M▲ +100%
Client mix
Individuals High Net Worth79
Individuals Other21

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
2 advisors → 4 advisors▲ +100%
Primary office
BEAUFORT SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
apricuswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COSTIGAN, JOSEPH, J
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
COSTIGAN, JOSEPH, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
APRICUSWEALTH.COM
Rdap Domain Creation Date
2019-09-22T23:11:10Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
33,387
Form 5500 Compensation Trajectory 3y
202633,387
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
33,387
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001913842
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-03-09
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001913842-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2471
Soi Zip Pct 200k Plus
0.0716
Soi Zip Returns 200k Plus
490
Soi Zip Total AGI
596,843
Fdic Zip Total Deposits
14,609,822,000
Fdic Zip Branch Count
329
Fdic Zip Top Banks
Bank of America, National Association
Palmetto State Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
PO BOX 2151BEAUFORT, SC 29901
Business
PO BOX 2151BEAUFORT, SC 29901
Edgar EIN
611947713
Edgar Recent Filings
13F-HR2026-04-22 · 0001913842-26-000002
13F-HR2026-01-15 · 0001913842-26-000001
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationBeaufort, SC
NationsBank of South Carolina, National AssociationBeaufort, SC
Fdic Zip HHI
886.43
Fdic Zip Top Bank Share Pct
16.85
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-22T23:11:10Z
Rdap Domain Last Changed
2025-09-15T19:46:30Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.comNs59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,777
Returns1,820
Stub 2
AGI57,274
Returns1,560
Stub 3
AGI66,447
Returns1,080
Soi Zip Total Business Income
20,654
Soi Zip Total Cap Gains
48,975
Soi Zip Total Dividends
17,195
Soi Zip Total Returns
6,840
Top Owner CRD
4577597
Trust Company Affiliate
No

People (4)

4
COSTIGAN, JOSEPH, J
IAR · Direct Owner · 87.5%
4577597
ERNEST E. CECILIA
IAR
4345960
RUSTON Jay WOLFE
IAR
3166405
JAMES EDWARD GIBSON
IAR
2682807