Apex Capital Management, L.L.C.
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 117059
- Registered since
- July 15, 2022
- Website
- www.apexcapitallp.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.5%
- Individuals20.49%
- Corporations / Businesses7.07%
- Pension & Profit Sharing Plans3.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Apex Capital Management, L.L.C. is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Its fees are charged through a combination of AUM-based percentages, hourly billing, and fixed-fee arrangements. Apex does not identify as an active ESG investor and lists accounting professionals among its industry affiliations.
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 Funds53%
- Cash & Cash Equivalents27%
- Exchange Traded Equities16%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
3 of 4
Robert Morella
Registered Investment AdvisorCRD 4473330
Jo Ellen Kearny
Investment Advisor RepresentativeCRD 4081284
Charles Duchamp
Investment Advisor RepresentativeCRD 4609290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 2901 Johnston St
- Time zone
- CT (UTC-6)
- Office locations
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