RIA Intel›Advisers›Louisiana›APEX CAPITAL MANAGEMENT, L.L.C.

APEX CAPITAL MANAGEMENT, L.L.C.

Advisory

N·LAFAYETTE, LA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$225M
1-Year AUM Growth
+20.6%
3-Year CAGR
+10.1%
Employees
2
Assets Under Management
Total AUM$225M
Discretionary AUM$225M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients317
Team
Total Employees2
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingAug 20, 2008
Latest FilingMar 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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