Apexus Capital LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Santa Monica, California
CRD number
281779
Registered since
September 30, 2016

Firm profile

FINTRX

Overview

Apexus Capital LLC is organized as a limited liability company and has been registered with the SEC since 2016. Filings list the owner type as a mix of a domestic entity and an individual and classify the adviser as unclassified rather than under a standard advisory category. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available snapshot. Public-facing detail about the firm’s advisory activities, client segments, fee schedule and specific services is limited in the provided record; the filing supplies checklist-style attributes but stops short of describing investment strategies, client mandates or business lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Daniel Nagy

    Daniel Nagy

    President, CIOCRD 1146217

Contacts

1 of 1
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
321 19th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth