Apeiron
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 289273
- Registered since
- August 4, 2017
- Website
- www.apeironplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.13%
- Individuals25.59%
- Pension & Profit Sharing Plans5.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Apeiron LLC is an independent registered investment adviser that has been SEC-registered since 2017. The firm acts as a capital allocator for a mix of individual, family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-advisers support. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Apeiron reports an industry affiliation with accountants and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities7%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds5%
- Private Funds4%
Contacts
3 of 11
James Crocker
Financial AdvisorCRD 5127548
Scott Hammel
Financial PlannerCRD 5333132
Colton Richards
PractitionerCRD 6973546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$479M in ETFs
53%
$254M
31%
$225M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $62.5M | 81,443 | 13.06% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 10000 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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