APEX CAPITAL MANAGEMENT, L.L.C.

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

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 Status	Approved
Firm CRD#	117059
SEC#	801-126097
Assets Managed by Firm	$205,145,366
No. of Clients	476
No. of Advisors	12

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 Clients	AUM
Firm Total	476	$205,145,366
Individuals (other than high net worth individuals)	178	$34,292,104
High net worth individuals	95	$144,794,545
Pension and profit sharing plans	6	$17,263,480
Charitable organizations	Fewer than 5 clients	$2,274,439
Corporations or other businesses	8	$6,520,798

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TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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