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APEX CAPITAL MANAGEMENT, L.L.C.
CRD 117059 · SEC 801-126097
2901 JOHNSTON ST., SUITE 401, LAFAYETTE, LA, 70503, United States
Phone
337-895-0800
Fax
337-895-0808
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.2M
Discretionary AUM
$225.2M
Team
7 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $46.1M |
| High net worth individuals | 116 | $154.2M |
| Pension/profit sharing plans | 5 | $8.9M |
| Corporations/business entities | 20 | $15.9M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD