Apex Investment Group

RIASEC RegisteredEst. 2024

Total AUM

$211M

Discretionary

$205M

97% of AUM

Avg account

$176K

Accounts

1,201

Employees

Advisory reps

Firm details

Headquarters: Hudson, Massachusetts
CRD number: 333593
Registered since: November 29, 2024
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Individuals49.48%
HNWI47.01%
Charitable Organizations1.98%
Corporations / Businesses1.52%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Apex Investment Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and charges clients fees based on a percentage of assets under management. Its client mix includes individual and family relationships as well as institutional accounts. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting services, and performs selection-of-other-advisers functions. FINTRX classifies Apex as a capital allocator, indicating it places client capital with external managers rather than relying solely on in-house strategies. The firm does not identify as an active ESG investor.