RIA IntelAdvisersNew JerseyAPOSTOLIC FINANCIAL ADVISORS, LLC

APOSTOLIC FINANCIAL ADVISORS, LLC

Advisory

NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$179K
across 32 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$6M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

KELLER WEALTH MANAGEMENT LLC
$6M
MILL HILL MANAGEMENT LLC
SHORT HILLS, NJ
$6M
OCEANUS CAPITAL MANAGEMENT LLC
SHORT HILLS, NJ
$6M
CAMACHO CAPITAL PLANNING ADVISORS LLC
MONMOUTH JUNCTION, NJ
$6M
WRITE CAPITAL MANAGEMENT, LLC
MOUNT LAUREL, NJ
$6M
-98.3% 1Y
INVESTMENT CAPITAL MANAGEMENT, INC.
CLINTON, NJ
$6M

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