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APEX CAPITAL MANAGEMENT, L.L.C.

2901 Johnston St., Suite 401
Lafayette, Louisiana 70503
Tel: 337-895-0800

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About APEX CAPITAL MANAGEMENT, L.L.C.

APEX CAPITAL MANAGEMENT, LLC, formally registered with the SEC as APEX CAPITAL MANAGEMENT, LLC. The firm was established in 07/15/2022. They have over 3 offices throughout the country.

APEX CAPITAL MANAGEMENT, L.L.C. is a Lafayette, Louisiana based Financial Planning firm with nearly $205,145,366 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#117059
SEC#801-126097
Assets Managed by Firm$205,145,366
No. of Clients476
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total476$205,145,366
Individuals (other than high net worth individuals)178$34,292,104
High net worth individuals95$144,794,545
Pension and profit sharing plans6$17,263,480
Charitable organizationsFewer than 5 clients$2,274,439
Corporations or other businesses8$6,520,798

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