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 is an SEC-registered independent registered investment adviser that began registrations in 2017 and operates as a limited liability company owned by a domestic entity and an individual. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers. Fee arrangements vary by engagement and can include a percentage of assets under management, hourly charges, and fixed fees. Apeiron reports it is not an active ESG investor and lists an accountant among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 11ADAM KELLER
IARCRD 4881637
Katie BOSLER
Client Service SpecialistCRD 6254350
KYLE WALTERS
Managing MemberCRD 4686057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 174Active vs passive
$456M in ETFs
63%
$286M
27%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $37M | 56,700 | 8.13% |
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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