APEX CAPITAL MANAGEMENT, L.L.C.

701 Robley Dr.
Suite 200
Lafayette, Louisiana 70503
Tel: 337-984-7010

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 $170,131,115 assets under management, offering retirement planning & investment advisory services to 432 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117059
SEC#	801-126097
Assets Managed by Firm	$170,131,115
No. of Clients	432
No. of Advisors	11

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	432	$170,131,115
Individuals (other than high net worth individuals)	163	$28,005,588
High net worth individuals	85	$121,817,726
Pension and profit sharing plans	7	$12,399,654
Corporations or other businesses	7	$7,908,147

Inquire with APEX CAPITAL MANAGEMENT, L.L.C.

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